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 details.
Maintain accurate records in CRM or internal tools.
Handle client queries politely and provide basic guidance.
Coordinate with the tax preparation team for status updates.
Ensure confidentiality of all client data (as per IRS guidelines).
Achieve daily/weekly calling and conversion targets.
Work Environment:
Night shift (US timings).
Salary: As per experience.
Growth opportunities in the US Tax Department.
Job Type: Full-time
Pay: From ?15,000.00 per month
Work Location: In person
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