Department: Finance / Tax / Payroll / Customer Support
Shift: Night Shift only ( 9pm - 6am IST, 5days/week)
Key Responsibilities
- Act as the primary point of contact for clients throughout the onboarding and tax filing process.
- Answer client queries regarding document requirements, filing status, and timelines via email, phone, or chat and a ssist in gathering, organizing, and verifying client financial documents (W-2s, 1099s, K1s, etc.).
- Prepare and input basic individual and business tax returns into tax software accurately.
- Schedule meetings and follow up proactively with clients to collect pending documentation.
- Maintain accurate client profiles and communication logs within our CRM system.
- Stay updated on basic tax laws, deadlines, and regulatory changes.
Required Skills and Qualifications
- Education: Any Bachelor’s degree or equivalent
- Experience: 0–2 years of experience in customer service, accounting, or data entry. (Freshers with a strong academic background are welcome).
- Communication: Excellent verbal and written English communication skills.
- Tech Savvy: Proficient in MS Office (especially Excel) and quick to learn new tax software and CRM tools.
- Attributes: High attention to detail, solid problem-solving skills, and a customer-first mindset.