Tax Analyst

About the Role

We are looking for motivated and confident candidates to join our team at Sahasra Tax Filing.

Key Responsibilities

• Make outbound calls to potential customers to explain our US tax filing and tax preparation services.
• Identify potential clients, understand their requirements, and generate business opportunities.
• Explain the benefits of our tax filing services and encourage interested customers to use our services.
• Follow up with prospective customers through phone calls, emails, and other communication channels.
• Build and maintain positive relationships with clients through professional communication.
• Handle customer inquiries and provide accurate information about our services.
• Maintain records of customer interactions, follow-ups, and potential business opportunities.
• Coordinate with the internal team to convert interested prospects into clients.
• Assist clients in collecting and organizing the documents required for US tax filing.
• Verify client information and follow up on missing documents when required.
• Assist with US individual tax returns (Form 1040) and/or business tax returns, depending on the assigned role and training.
• Maintain client confidentiality and follow company procedures.
• Achieve assigned calling targets, follow-up targets, and customer acquisition goals.

Qualifications

• Bachelor's degree in Commerce, Business Administration, Finance, or a related field.
• Freshers and experienced candidates are welcome to apply.
• Good communication and convincing skills.
• Confidence in making outbound calls and interacting with potential customers.
• Ability to explain services clearly and professionally.
• Interest in customer acquisition, sales, client relationship management, and US taxation.
• Basic knowledge of US taxation is an advantage but not mandatory for entry-level calling roles.
• Basic computer knowledge and familiarity with MS Excel.
• Good interpersonal skills and a positive attitude.
• Ability to achieve targets and work effectively in a team.

Perks and Benefits

• Opportunity to learn about US taxation and tax preparation services.
• Training in customer communication and client acquisition.
• Professional development and career growth opportunities.
• Supportive and collaborative work environment.
• Opportunity to develop sales, communication, and client relationship management skills.