- Make inbound and outbound calls to US-based clients.
- Explain US tax preparation services and assist clients with their queries.
- Follow up with clients regarding pending tax documents and information.
- Contact clients for pending payments and outstanding balances.
- Assist clients with payment procedures and share payment links through approved company channels.
- Maintain regular follow-ups to ensure timely payment collections.
- Collect and verify necessary tax documents from clients.
- Update daily calling reports, payment status and client information.
- Coordinate with the tax preparation and accounts teams.
- Maintain professional communication and positive client relationships.
- Ensure confidentiality of client information and financial details.