Talent Lead - Accelerator Program, NA at TOA General

Bilingual Client Service Tax Specialist (Bilingual in Spanish & English)

Location: Medellín, Colombia

Schedule: Monday - Friday, Full‑time position, PDT/PST Office Hours

About the role

- Professionally handle incoming calls using a multi‑line phone system and route them appropriately.
- Respond to sales inquiries from prospective tax clients via phone, e‑mail, text, and website chat using scripts and templates.
- Process client intake documents, including contracts, power of attorney forms, and payment arrangements, with accurate data entry into our proprietary system.
- Support annual tax prep efforts by organizing and distributing client communications, engagement letters, tax organizers, and billing updates.
- Ensure high standards of professionalism, confidentiality, and client service in every interaction.
- Collaborate with teammates and contribute to a positive, client‑first company culture.
- Assist with special projects and confidential reporting as needed by management.

About you

- AA degree or higher in Accounting, Business, or Finance preferred – or 2+ years’ experience in an administrative role within tax, accounting, legal, or financial services.




- Highly tech‑savvy, with strong skills in Microsoft Word, Excel, Outlook, and Access.
- Exceptional organizational skills and attention to detail able to juggle multiple tasks and meet deadlines.
- A strong team player who also works well independently.
- Clear and professional verbal and written communication skills.
- Self‑motivated, proactive, and eager to take initiative.
- A natural problem‑solver who can meet tight deadlines with confidence.
- Comfortable in a fast‑paced, paperless environment, and committed to delivering outstanding client service and achievement.
- Exceptional client service skills.

Why Choose Us?

- We value our people: Your growth and wellness matter most to us.
- Purposeful work: Make a difference in the lives of your clients and their families.
- Join an award‑winning team – 2019 & 2023 BBB Torch Award for Ethics, 2024 International BBB Award for Ethics, 6 years of earning Inland Northwest, Best Places to Work.
- Employer‑paid medical, dental, vision, life, and LTD insurance.
- 3 weeks PTO to start, increasing to 4 weeks after 1 year.

📌 Bilingual Client Service Tax Specialist (Medellín)
🏢 TOA Global
📍 Medellín