Tax Team Lead
- Qrata
- 8 - 13 years
- Bengaluru
- 18 days ago
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Job Description
Role - Tax Team Lead
Budget - 25-30LPA
Location - Remote
Must have:
- 3+ years of Team Management.
- Expertise in HubSpot or other ticketing systems for case management and reporting.
Key responsibilities
- Assist Tax Preparers in resolving client inquiries and escalating technical issues to the appropriate teams.
- Assist the team in preparing business tax returns (5472, 1065, 1120)
- Provide coaching and feedback to team members to foster professional growth and improve performance.
- Ensure that the team adheres to all service level agreements (SLAs) and client expectations.
- Oversee the daily management of client-facing tax-related inquiries, ensuring that all tickets are cleared (Inbox Zero) by the end of each day.
- Identify and flag recurring client pain points or systemic issues to the Team Manager for further investigation and resolution.
- Track and report on team performance, including SLA adherence, client satisfaction scores, and daily ticket volume.
- Run and analyze team productivity and SLA performance reports, flagging any performance gaps.
- Monitor and track extension filings, coordinating with clients to ensure completeness and on-time submissions.
- Act as an escalation point for any sensitive or difficult client interactions that require additional attention.
- Conduct regular QA reviews of prepared returns and client communication to ensure accuracy, professionalism, and compliance.
- Maintain and update documentation for tax processes and best practices.
- Track and report on key team metrics, including: SLA compliance, Daily ticket volume, QA scores and Return completion status.
Skills and qualifications
- Experience in managing or leading a tax team, preferably in preparing business returns (5472, 1065, 1120).
- 5+ years of experience working on tax filing preparation for businesses.
- 3+ years of experience working as a Team Lead or Manager.
- Ability to manage multiple tasks and priorities efficiently, ensuring that client inquiries are responded to within SLAs.
- Proficiency with ticketing systems such as HubSpot.
- Strong reporting skills, including experience with tracking team performance and client metrics.
- Ability to work in a U.S. timezone overlap (at least 46 hours/day).
- Ability to manage difficult client interactions with professionalism and empathy.
- Strong written and verbal communication skills, with the ability to communicate complex information clearly and empathetically.
Bonus qualifications
- Advanced CRM/Helpdesk Tools Knowledge: Expertise in HubSpot or other ticketing systems for case management and reporting.
- Process Improvement: Familiarity with continuous improvement methodologies.
- Experience with Client Retention Strategies: Proven track record of improving client satisfaction and reducing churn within a service environment.
Job Classification
Industry: Financial ServicesFunctional Area / Department: Finance & AccountingRole Category: Accounting & TaxationRole: Accounting & Taxation - OtherEmployement Type: Full timeContact Details:
Company: QrataLocation(s): Bengaluru+ View Contact
Keyskills: Us Tax Return Tax Filling Us Tax Tax Preparation
Fraud Alert to job seekers!
₹ 18-27.5 Lacs P.A
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