- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos
- – Prepare U.S. federal and state tax returns for individuals and corporations.
- – Conduct tax research on U.S. federal and international tax matters for clients.
- – Communicate with clients to clarify tax matters and gather necessary documentation.
- Offrir un service client exceptionnel et établir des connexions authentiques.
- Atteindre les objectifs de vente tout en découvrant de nouvelles technologies.
- Travailler en équipe avec horaires flexibles et opportunités de carrière.