Job Title- Telecaller
About Company
Chhota CFO (https://www.chhotacfo.com/) specializes in providing Virtual CFO service solutions tailored for the global market, catering to start-ups, Small and Medium scale Enterprises, and corporate houses. Our comprehensive range of services encompasses various critical areas of business management, aiming to support the entire lifecycle of your business, from inception to expansion.
Work Location: 50, 12th Main Rd, 4th T Block East, KV Layout, Jayanagar, Bengaluru, Karnataka 560011.
Experience: Fresher/Experienced
We are hiring Telecallers to support our US Individual Tax Return preparation team. The role involves outbound calling, client coordination, collecting tax documents, answering basic queries, and supporting tax preparers/CPAs. Strong communication skills and willingness to work in US shifts are essential.
Make outbound calls to US clients for tax document follow-up and information collection.
Explain required documents for filing Form 1040.
Handle inbound queries and schedule appointments with CPAs.
Maintain CRM records, update call logs, and track client status.
Follow up to ensure timely submission of documents and signatures.
Escalate complex issues to supervisors when needed.
Maintain confidentiality and adhere to US tax data privacy standards.
Excellent English communication
Experience in international BPO/US process is a plus.
Strong customer service, listening, and problem-solving skills.
Proficient in MS Office.
Comfortable working in Night Shift.
Work Location: 50, 12th Main Rd, 4th T Block East, KV Layout, Jayanagar, Bengaluru, Karnataka 560011.
For any Job related query- Email- hr@chhotacfo.com or call- 7204175705