Tax Virtual Assistant & Phone Intake Specialist (US Hours - Houston, TX)

Role Overview:
We are seeking an energetic, professional, and reliable Tax Virtual Assistant & Phone Intake Specialist to join our growing US tax practice. You will serve as the primary voice of our business, answering live client calls, walking clients through intake forms, and accurately entering data into our tax prep software.

What You Will Be Doing:
Handling Live Inbound Calls: Answer office calls with a warm, professional tone and address client inquiries.

Guiding Tax Intake: Walk taxpayers step-by-step through our intake forms to ensure all personal and income information is accurately gathered.

Software Data Entry: Input verified intake data directly into our professional tax software so returns are ready for processing.

Client Follow-ups: Send clear email and phone follow-ups to gather missing documents or confirm intake details.

Work Schedule:
US Shift: Monday through Friday, 12:00 PM – 7:00 PM CST
Philippine Time (PHT): Monday through Friday, 1:00 AM – 8:00 AM PHT (Next Day)

Weekly Commitment: 35 hours/week

What We Look For:
Fluent Spoken English: Excellent verbal communication skills with a neutral, easy-to-understand accent for live phone calls.
High Data Accuracy: Great attention to detail when typing numbers, names, and financial details into web applications.
Home Office Setup: A quiet workspace, strong high-speed internet connection, and a quality headset with noise cancellation.

Tech-Savvy: Comfortable learning new web-based tax applications and call management tools (full software training will be provided).