Outbound CSR & Data Entry Pro – Tax Software

MicroSourcing International; Bogotá ciudad; On-site; COP 24,000,000 - 32,000,000; Full time

Benefits offered by this job

Competitive rewards

Career growth

Inclusive culture

Flexible work arrangements

Job summary

MicroSourcing Colombia is seeking a Customer Service Representative (CSR) intake specialist for an outbound/outbound data-entry focused role. You will review client demographics, assist clients via calls and emails, and enter documents into our tax software to support the tax preparation team.

Strong English (B2+), at least 6 months outbound experience, and sharp organizational skills are required. Experience with Salesforce, Lacerte, Amazon Connect, and MS Office is preferred.

Qualifications

• Advanced English level (B2+).
• Minimum 6 months’ experience with outbound calls/emails/communications.
• Excellent attention to detail and time management.

Responsibilities

• Assist clients with inquiries and data entry.
• Review demographics and IRS transcripts as needed.
• Communicate with clients via outbound calls, emails, and chats.
• Enter client documents into the tax software system for the tax prep team.

Skills

Outbound calls

Email & chat

Data entry

Customer service

Tools

Salesforce

Lacerte

Amazon Connect

Microsoft Office

Job description

MicroSourcing Colombia is seeking a Customer Service Representative (CSR) intake specialist for an outbound/outbound data-entry focused role. You will review client demographics, assist clients via calls and emails, and enter documents into our tax software to support the tax preparation team.

Strong English (B2+), at least 6 months outbound experience, and sharp organizational skills are required. Experience with Salesforce, Lacerte, Amazon Connect, and MS Office is preferred.