- Manage client relationships and handle client queries related to US tax returns.
- Coordinate with US tax preparation teams.
- Collect and verify tax documents from clients.
- Track tax return preparation and filing deadlines.
- Ensure accurate and timely completion of tax returns.
- Communicate with clients regarding missing information.
- Resolve tax-related issues and escalate complex cases.
- Maintain client records and documentation.
- Monitor team productivity and service quality.
- Ensure compliance with IRS regulations and company procedures.