US Tax Preparer

Key Responsibilities :

• Handle customer interactions through live chat in a timely, professional, and accurate manner.
• Assist customers with questions related to U.S. individual income tax returns.
• Independently resolve customer inquiries while delivering an exceptional customer experience.
• Achieve first-contact resolution whenever possible.
• Maintain accurate documentation and detailed chat notes for future reference.
• Provide guidance and recommended next steps while ensuring compliance with U.S. tax laws and regulations.
• Meet established service levels, productivity, and quality standards.

Required Skills & Experience :

• Minimum 2 years of hands-on experience in preparing, reviewing, or supporting:
• Form 1040
• Form 1040-NR
• Form 1040-SR
• Working knowledge of U.S. Tax Live / Expert Assist service models.
• Strong understanding of U.S. individual taxation and compliance requirements.
• Ability to explain technical tax matters in simple, customer-friendly language.
• Strong analytical, problem-solving, and customer service skills.
• Experience working in a live chat or customer support environment is preferred.

Educational Qualification :

• Bachelor's Degree in Accounting, Finance, Commerce, or related field.
• MBA (Accounting/Finance) preferred.

Language & Communication Skills:

• Excellent written and verbal English communication skills.
• Ability to communicate clearly, concisely, and professionally through chat.
• English proficiency at B2+ level or higher.

Preferred Attributes:

• Customer-centric mindset.
• Strong attention to detail and accuracy.
• Ability to work independently in a fast-paced environment.
• Strong documentation and case management skills.

If you are passionate about U.S. taxation and enjoy helping customers solve complex tax issues, we'd love to hear from you. Apply now!

Send Updated resume on niharika.mohan@pacificglobalsolutions.com