Bilingual Client Service Tax Specialist
TOA Global • medellín, Colombia
Role Description
Talent Lead - Accelerator Program, NA at TOA Global
Bilingual Client Service Tax Specialist (Bilingual in Spanish & English)
Location: Medellín, Colombia
Schedule: Monday - Friday, Full‑time position, PDT/PST Office Hours
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, 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.
- Colla...