US TAX Associate ( Calling & Payments)

Sahy fintech corp private limited; Hyderabad; On-site; INR 360,000 - 600,000; Full time

Job summary

Sahy fintech corp private limited in India is seeking a customer support associate to handle inbound and outbound calls to US-based clients to explain tax preparation services and resolve queries.

You will follow up on pending documents and payments, share payment links, maintain reports, coordinate with tax prep and accounts teams, and uphold client confidentiality.

Job description

Role & responsibilities

• Make inbound and outbound calls to US-based clients.
• Explain US tax preparation services and assist clients with their queries.
• Follow up with clients regarding pending tax documents and information.
• Contact clients for pending payments and outstanding balances.
• Assist clients with payment procedures and share payment links through approved company channels.
• Maintain regular follow-ups to ensure timely payment collections.
• Collect and verify necessary tax documents from clients.
• Update daily calling reports, payment status and client information.
• Coordinate with the tax preparation and accounts teams.
• Maintain professional communication and good client relationships.
• Ensure confidentiality of client information and financial details.