Lead Tax Consultant

1 week ago


Pune, Maharashtra, India beBeeTaxProfessional Full time ₹ 8,00,000 - ₹ 12,00,000
Senior Tax Professional

The role of the Senior Tax Professional involves providing comprehensive support to clients in the Asia Pacific region.

This position requires resolving moderate and complex inquiries through various communication channels, including phone, online chat, and email, based on information from product guides and support knowledge databases.

Key Responsibilities
  • Provide advanced phone, e-mail, and chat support across all tax products, addressing complex issues and managing customer escalations with minimal leadership assistance; document these interactions in a customer relationship database.
  • Maintain, expand, and share knowledge of Corporate Professional and Support Services, with working knowledge in CCH Software products and solutions.
  • Identify and document resolutions to recurring inquiries.
  • Mentor existing staff and monitor open tickets assigned to Product Support Representatives (PSRs) to ensure timely and effective resolution.
  • Interact with customers utilizing strong written and verbal skills, along with deep customer empathy.
  • Ensure and keep confidential product and customer data.

Tax Knowledge Skills
  • Must have good knowledge of tax preparation or accounting processes, with the ability to find answers when needed.
  • Demonstrate a very high level of proficiency in tax technical knowledge relevant to individual as well as complex high new worth technical issues impacting individuals.
  • Apply defined practices, procedures, and company policies to troubleshoot and resolve product and tax support customer inquiries.

This is a customer-facing position that provides tax support.

In this role, you will assist customers working on their tax return with tax/technical questions, calculations, and tax software-related queries.


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