Intake Specialist/CSR Outbound

Discover your 100% YOU with MicroSourcing!

Work Type: Full-time

Location: Two E-Com Center, Mall of Asia, Pasay City, Philippines

Shift: Onsite | Nightshift

Why join MicroSourcing?

You'll Have

• Competitive Rewards*: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
  
  

Your Role

• An Accounting Data Entry Specialist is expected to do:
• Do outbound calls to the clients at least 0-5+ calls a month to do follow-up regarding items that need clarification or is missing. This may include e-mails, phone calls, and other forms of communication.
• Prepare and go over tax organizers to gather information for the purpose of filing 1040 individual tax returns, business tax returns, amended tax returns, and state tax returns for past or current years.
• Assist Tax Preparers with reviewing IRS Transcripts to confirm all income has been entered into tax software.
• Review client documents and ensure all documents necessary received, or requested, and are properly entered in the client’s case file (W2’s, 1099s, expenses, etc.).
• Collaborate regularly with various teams to deliver the best possible outcome on tax returns prepared.
• Assist Tax Preparers by entering data contained from client documents into the Tax Software program.
• Review tax returns to ensure no signatures are missing to process a tax return to the IRS/State entities.
• Performs other related duties as assigned by management.
  

What You Need

Non-negotiables

• Experience in working in the Finance industry or have handled billing, or someone who has worked in finance / accounting
• Experience in doing payroll may also apply
• Must have experience with doing outbound calls, emails and client communications
• Proficient Computer skills – Microsoft Office, E-mail, G-suite
• Must be proficient in speaking in English, Meticulous Attention to Detail and High Sense of Accountability
• Must be willing to work onsite in MOA doing night shift
  
  

Preferred Skills/expertise

• Background in medical authorizations and billing, or someone who has worked in finance.
• Experience in working for the tax industry (Not Required)
• Strong Multitasker
• Excellent Organizational, Time-management, Written, and Communication Skills
• Meticulous Attention to Detail and High Sense of Accountability
• Self-starter, industrious, and motivated
• Proficient Computer skills – Microsoft Office, E-mail, G-suite
• Ability to remain focused and Productive in a Fast-Paced Environment
• Strong Work Ethic and Commitment to Excellence
  
  

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply