Tax Operations Coordinator

Your efforts will play a crucial role in improving filing success and ensuring compliance.

Key Responsibilities:-Conduct outreach to new customers to identify and collect missing tax documents.-Process mass and individualized communications to notify customers of their missing data.-Educate customers on the potential consequences of failing to submit required documents.-Guide customers through the process of obtaining necessary tax information using tax agency websites.-Collaborate with internal teams to streamline communication and improve the overall customer experience.-Maintain accurate records of customer interactions and follow-ups.