Professionally handle incoming calls using a multi‑line phone system and route them appropriately.
Respond to sales inquiries from prospective tax clients via phone, e‑mail, text, and website chat using scripts and templates.
Process client intake documents, including contracts, power of attorney forms, and payment arrangements, with accurate data entry into our proprietary system.
Support annual tax prep efforts by organizing and distributing client communications, engagement letters, tax organizers, and billing updates.
Ensure high standards of professionalism, confidentiality, and client service in every interaction.