Key Responsibilities: Make outbound calls to US based clients regarding tax filing requirements. Collect personal, financial, and tax related information from clients. Verify documents and ensure all required forms are received. Schedule appointments and follow up with clients for pending…
Key ResponsibilitiesFront Desk Management Greet and welcome customers/clients professionally. Handle incoming calls, messages, and walk in inquiries. Maintain visitor logs and appointment schedules. Manage front office cleanliness and presentation. Sales Assistance Assist the sales team with daily tasks and follow…
Responsibilities: Prepare Form 1040, 1120, 1120S, 1065 Prepare federal & state tax returns Review tax documents: W 2, 1099s, K 1, financial statements Ensure IRS compliance and filing accuracy Work on US tax software (Drake / Lacerte / ProSeries /…