Process IRS Forms W8-BEN and W8-BEN-E.

Field incoming calls regarding various tax questions including IRS tax forms and tax reporting concepts

Perform various duties as assigned

Skills:

Must Haves - Hard Skills

At least 2 years of recent data entry and document management experience

Ability to work in a fast-paced environment

Ability to review various organizational documents for clarity

Customer service focused phone skills

Basic Excel skills; must know how to do basic functions such as creating and updating a spreadsheet, entering data, adding / removing columns and rows, etc.

Customer service focused phone skills

Must Haves - Soft Skills

Highly Organized

Clear and professional written and verbal communication skills

Ability to meet deadlines

Very professional

Team player

Education:

HS Diploma or equivalent

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