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Showing 4 jobsSr. Tax Analyst
Responsible for preparing and reviewing U.S. tax returns, ensuring compliance with federal and state tax regulation...
US Tax Analyst
Responsible for preparing and reviewing U.S. tax returns, ensuring compliance with federal and state tax regulation...
Tax Associate - U.S Taxation
We provide professional taxation and accounting services, helping individuals and businesses stay compliant, manage...
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Full job description
Responsible for handling U.S. tax-related customer calls and providing professional support throughout the tax filing process. The role involves understanding clients’ tax requirements, explaining tax returns and draft calculations in a clear and simple manner, answering questions related to refunds, balances due, deductions, and filing status, and resolving customer concerns.
Key responsibilities include:
- Handling inbound and outbound calls with U.S. tax clients.
- Collecting and verifying required tax information and documents.
- Reviewing and explaining draft tax returns and tax calculations to clients.
- Clearly explaining refunds, tax liabilities, deductions, credits, and filing details.
- Addressing client questions and resolving tax-related concerns professionally.
- Providing accurate information while maintaining compliance with U.S. tax procedures and company policies.
- Following up with clients for missing information or required documentation.
- Explaining applicable service/tax preparation fees and processing payments securely.
- Assisting clients with payment-related queries and confirming successful transactions.
- Maintaining accurate customer records and documenting call details.
- Escalating complex tax issues to senior tax professionals when required.
- Ensuring a positive customer experience while meeting quality, productivity, and compliance targets.
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