Intake Specialist/CSR Outbound

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Job Openings Intake Specialist/CSR Outbound

About the job Intake Specialist/CSR Outbound

Job Profile Form

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Hiring Profile

Question Comments

Job Title/Position Intake Specialist/CSR Outbound

Headcount

How many people with this profile do

you need to hire?

Job Responsibilities

Describe the job role and the day to day

tasks involved.

The Intake Specialist/CSR Outbound will perform a range of data entry

duties that include but are not limited to the following: data entry,

reviewing clientele demographics and IRS transcripts, assisting in

communicating with clients(outbound calls, emails/chats), reviewing and

entering client’s documents into the tax software system to support the

tax preparation team.

Qualifications

Describe the qualifications the staff must

have in terms of skills and capabilities

Meticulous Attention to Detail and High Sense of Accountability Proficient

Computer skills – Microsoft Office, E-mail, G-suite

Competencies/Personality

Traits

Excellent Organizational, Time-management, Written, and Communication Skills

Nice to have and not required - Salesforce, Lacerte (Tax Software), Amazon

Connect, Microsoft Office.

Prior Experience

Describe the prior working experience a

candidate should have.

• Must have experience with doing outbound calls, emails and client

communications

• Must be proficient in speaking in English

Performance Measurement

How can we measure performance for

this job profile (KPIs/Metrics/Targets)

Working Hours

Describe the work schedule the staff will

follow Eg. 9am-6pm AEST.

Reporting to

To whom will the staff be reporting to?

Screening & Selection

Question Comments

Additional Screening

Do you want to add any of your own skill

tests or other screening processes?

Hiring Decision Maker

Who from your side will make the hiring

decision?

Interview Scheduling

Describe when you would be available

for phone/video conference interviews.

Training

Question Comments

Training Process

Please describe your ideas around the

training and onboarding process for this

job profile