Client Intake Specialist & Tax Administrative Assistant (US Hours)

About the Position:
We are looking for a highly articulate, reliable, and detail-oriented Client Intake Specialist & Tax Administrative Assistant to join our US-based tax preparation team. In this role, you will serve as the primary point of contact for incoming client calls, walk taxpayers step-by-step through our intake forms, and accurately enter financial and personal data into our professional tax software.

Key Responsibilities:

Inbound Call Handling: Live-answer incoming office calls during business hours, assist with general client inquiries, and maintain a high standard of professional customer service.

Client Onboarding & Intake: Walk taxpayers through required intake forms, verify completed information, and request missing documentation as needed.

Data Input & System Management: Input verified client intake data directly into web-based tax preparation software with extreme accuracy.

Administrative Follow-Up: Organize client files, set appointment reminders, and follow up via email or phone to keep file preparation moving smoothly.

Shift & Working Hours:

US Schedule: Monday through Friday, 12:00 PM – 7:00 PM CST (Houston, TX)

Philippine Schedule: Monday through Friday, 1:00 AM – 8:00 AM PHT (Next Day)

Weekly Commitment: 35 hours/week

Candidate Qualifications:

Spoken & Written English: Excellent spoken English with a clear, neutral accent suitable for professional phone interactions.

Accuracy & Focus: Strong attention to numerical and structural detail when handling client documents.

Technical Setup: Dedicated quiet workspace, reliable high-speed internet, and a quality noise-canceling headset for calls.

Software Familiarity: Quick learner with cloud software, spreadsheets, and online administrative tools (tax software training will be provided).