Tax Analyst

Role Overview :

The US Tax Analyst (Calling/Support) interacts directly with US-based individual or business taxpayers over the phone and via digital channels to explain tax drafts, collect missing documents, and guide clients through the IRS tax preparation process.

Key Responsibilities :

• Client Calling & Communication: Call US clients to explain Form 1040 (individual income tax returns), draft tax filings, or discuss financial details

• Query Resolution: Answer inbound/outbound calls and emails regarding tax returns, documentation requests, and basic tax rules.

• Information Gathering: Collect missing details, clarify financial data, and coordinate with internal tax preparation teams.

• Data Management: Update Customer Relationship Management (CRM) or ticketing tools with detailed call logs and client responses.

• Compliance Support: Ensure client interactions adhere to basic US tax workflows and data privacy standards.

Requirements & Qualifications :

• Experience: Prior work experience in US taxation (calling, customer support, or basic tax preparation).

• Communication Skills: Excellent spontaneous verbal communication, active listening, and a clear accent/articulation suited for US voice processes.

• Technical Knowledge: Basic familiarity with US individual tax concepts (such as Form 1040) and IRS document guidelines.

• Computer Skills: Basic proficiency in office software, email, and CRM/ticketing tools.

• Shift Flexibility: Willingness to work in night shifts to align with US business hours.