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Showing 2 jobsSr. Tax Analyst
Responsible for preparing and reviewing U.S. tax returns, ensuring compliance with federal and state tax regulation...
Tax Representative
We are hiring a Tax Representative to manage tax filings, notices, compliance, and client representation. The candi...
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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.
Skills & Keywords