Bilingual Client Service Tax Specialist
hace 1 semana
Bilingual Client Service Tax Specialist (Bilingual in Spanish & English)
Location:
Medellín, Colombia
Schedule:
Monday - Friday, Full-Time position, PDT/PST Office Hours
Unlock your potential At TOA Global, we are obsessed with helping people thrive in their businesses, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.
About the role
- Professionally handle incoming calls using a multi-line phone system and route them appropriately.
- Respond to sales inquiries from prospective tax clients via phone, email, 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, confidenƟality, and client service in every interaction.
- Collaborate with teammates and contribute to a positive, client-first company culture.
- Assist with special projects and confidential reporting as needed by management.
About you
- Accurate typing skills at 60+ WPM.
- AA degree or higher in Accounting, Business, or Finance preferred - or 2+ years' experience in an administrative role within tax, accounting, legal, or financial services.
- Highly tech-savvy, with strong skills in Microsoft Word, Excel, Outlook, and Access.
- Exceptional organizational skills and attention to detail-able to juggle multiple tasks and meet deadlines.
- A strong team player who also works well independently.
- Clear and professional verbal and written communication skills.
- Self-motivated, proactive, and eager to take initiative.
- A natural problem-solver who can meet tight deadlines with confidence.
- Comfortable in a fast-paced, paperless environment, and commiƩed to delivering outstanding client service gerness and achievement
- Exceptional client service skills
WHY CHOOSE US?
- We value our people: Your growth and wellness matter most to us.
- Purposeful Work: Make a difference in the lives of your clients and their families.
- Join the Award-Winning Team:2019 & 2023 BBB Torch Award for Ethics, 2024 International BBB Award for Ethics, 6 years of earning Inland Northwest, Best Places to Work
Benefits:
- Employer-paid medical, dental, vision, life, and LTD insurance
- 3 weeks PTO to start, increasing to 4 weeks after 1 year
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