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Intake Specialist/CSR Outbound - Philippines, Pilipinas - MicroSourcing
Paglalarawan
Role/ Title:
Intake Specialist/CSR Outbound
Account/ Client:
OptimaTaxRelief
Is the leading full-service tax resolution firm helping individuals and small business owners struggling with unmanageable IRS or state tax burdens.
Specializing in cases where wage garnishments, bank levies, liens and other IRS collection actions may be involved, the company's unique two-phase approach provides clients unparalleled clarity, control, and results as they proceed towards resolving their tax issues.
Fully accredited and A+ rated by the Better Business Bureau, Optima's has over 400 full-time professionals, including dozens of in-house tax attorneys and licensed tax pros, on a collective mission to win the best outcome for every client and deliver clients a better financial future by making their tax issues a thing of the past.
(We are looking for Junior-Intermediate candidates)Night Shift
On site
Monday - Friday 10pm - 7am Manila Time, however, during California's standard time change (around November- March) it would be 11pm - 8am
Summary:
The Intake Specialist/CSR Outbound will perform a range of data entry duties that include but are not limited to the following: data entry, reviewing clientele demographics and IRS transcripts, assisting in communicating with clients(outbound calls, emails/chats), reviewing and entering client's documents into the tax software system to support the tax preparation team.
Job Duties and Responsibilities:
. Main Tasks is to do outbound calls to the clients to do follow up regarding items that need clarification or is missing. This may include e-mails, phone calls, and other forms of communication.
. Prepare and go over tax organizers to gather information for the purpose of filing 1040 individual tax returns, business tax returns, amended tax returns, and state tax returns for past or current years.
. Assist Tax Preparers with reviewing IRS Transcripts to confirm all income has been entered into tax software.
. Review client documents and ensure all documents necessary received, or requested, and are properly entered in the client's case file (W2's, 1099s, expenses, etc.).
. Collaborate regularly with various teams to deliver the best possible outcome on tax returns prepared.
. Assist Tax Preparers by entering data contained from client documents into the Tax Software program.
. Review tax returns to ensure no signatures are missing to process a tax return to the IRS/State entities.
. Performs other related duties as assigned by management.
Qualifications and Skills:
. Strong Multitasker
. Excellent Organizational, Time-management, Written, and Communication Skills
. Must have experience with doing outbound calls, emails and client communications
. Must be proficient in speaking in English
. Meticulous Attention to Detail and High Sense of Accountability
. Proficient Computer skills - Microsoft Office, E-mail, G-suite
. Ability to remain focused and Productive in a Fast-Paced Environment
. Strong Work Ethic and Commitment to Excellence
Nice to have and not required - Salesforce, Lacerte (Tax Software), Amazon Connect, Microsoft Office.
Preferred but not required:
. 1 year Tax Industry experience
Core Competencies:
. Analytical Thinking - Applies logic to solve problems and get the job done
. Conflict Resolution - Works to resolve differences and maintain work relationships
. Creative Thinking - Looks outside the box, develops new strategies
. Evaluation Skills - Evaluates according to accepted methodologies
. Excellent Communication - Uses language effectively to gather information and facilitate an exchange of ideas
. Flexibility - Adapts to changes while remaining focused on goals, applies knowledge to new circumstances
. Initiative - Remains proactive when suggesting improvements and solving problems
. Interpersonal Relations - Exhibits respect and understanding of others to maintain professional relationships
. Problem Solving - Solves problems while ensuring rules and directives are followed
. Results Driven - Achieves goals in a timely manner while providing excellent client service
. Writing Skills - Possesses excellent writing and grammar skills, including the ability to write concisely, clearly, and logically
Decision-Making
. Minimal level decision-making ability, except as directed and authorized
Communication Skills
Ability to read and interpret documents such as process and/or procedure manuals, safety rules, operating and maintenance instructions. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
Mathematical Skills
. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Additional Information
Career Level
1-4 Years Experienced Employee
Qualification
Not Specified
Years of Experience
1 year
Job Type
Full-Time
Job Specializations
Accounting/Finance, Banking/Financial
