Customer Service Representative at specialized tax services firm

Serve as the primary point of contact for US expats managing international tax obligations. You will guide clients through complex documentation requirements, handle high-volume inbound communications via phone and email, and maintain meticulous records in the CRM. This remote role is critical for ensuring client confidence and operational accuracy during the busy tax season.

Specialized tax services firm

• Manage high-volume inbound calls, emails, and chats to resolve client inquiries and explain tax filing processes in plain language.
• Coordinate with tax preparers by scheduling appointments and ensuring all required financial documentation is accurately collected and organized.
• Maintain precise client records and data integrity within the CRM to ensure a seamless and confidential filing experience for every taxpayer.

• Proven experience in high-volume customer support roles, particularly within financial services, fintech, insurance, or other highly regulated industries.
• Exceptional written and verbal communication skills with a demonstrated ability to simplify complex information and calm anxious clients.
• Meticulous attention to detail and a willingness to work flexible hours to accommodate clients across European, Middle Eastern, and Asian time zones.

• Fully remote opportunity offering the flexibility to work from anywhere within the United States while supporting a global client base.
• Gain specialized knowledge in the niche field of international US expat taxation with comprehensive training provided from day one.
• Join a mission-driven team dedicated to reducing financial anxiety for individuals living and working abroad by providing clear, empathetic guidance.