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 recent tax software and CRM tools.
Attributes: High attention to detail, solid problem-solving skills, and a customer-first mindset.