US Tax consultant 1

Role & responsibilities

Roles & Responsibilities

• Make outbound calls to prospective clients in the USA using company-provided contact data.
• Introduce and explain the company's US tax preparation services to potential customers.
• Identify interested prospects and convert qualified leads into paying clients.
• Follow up with prospective clients to address their queries and encourage service enrollment.
• Maintain accurate records of calls, client interactions, follow-ups, and lead status.
• Coordinate with the internal tax preparation team to ensure a smooth client onboarding process.

• Maintain professional communication and build positive relationships with potential clients.
• Follow company calling procedures and applicable US telemarketing and privacy requirements.

Training on US taxation services and the calling process will be provided.

Preferred candidate profile

Preferred Candidate Profile

• Experience: Freshers and experienced candidates can apply.
• Education: Any graduate preferred; candidates with strong communication skills may also be considered based on company requirements.
• Communication: Good spoken English and the ability to communicate confidently over the phone.
• Skills: Outbound calling, customer interaction, lead generation, persuasion, follow-up, and client acquisition.
• Computer Skills: Basic computer knowledge, data entry, email, and MS Office.
• Attitude: Positive, target-oriented, confident, and willing to learn.
• Work Schedule: Must be comfortable working the US night shift.
• Work Location: Office-based.
• Compensation: Fixed salary plus performance-based incentives.
• Training: Product and process training will be provided. Prior US taxation knowledge is not required.

Candidates with experience in international voice processes, telesales, BPO, customer service, or lead generation will have an added advantage.