Website:
taxquity.com
Job details:
Lead Generation Specialist – US Tax | F1 OPT, H-1B & H-4 EAD Leads
Company: Taxquity Advisors
Work Mode: Full-time | Remote
Experience: 2–4 years preferred
Company Description
Taxquity Advisors is a US-focused tax, immigration, and advisory firm providing US tax preparation, immigration support, and compliance services to individuals, NRIs, expatriates, businesses, and international clients. Our services include US individual tax returns (Form 1040), business tax returns, ITIN applications, FBAR/FATCA compliance, cross-border tax planning, and immigration support for F-1, OPT, STEM OPT, H-1B, Green Card, and H-4 EAD clients.
Role Description
We are seeking a proactive Lead Generation Specialist responsible for identifying potential clients, sourcing relevant prospect data, building targeted lead databases, and generating qualified business opportunities for Taxquity Advisors' US taxation and immigration services.
The primary responsibility is to identify prospective clients within the F-1 student, OPT, STEM OPT, H-1B visa holder, H-4 EAD, and NRI segments. The specialist will research relevant markets, build prospect lists containing names and available business contact details, conduct outreach, and convert interested prospects into consultation opportunities.
The role requires a strong focus on data research, database development, cold calling, digital prospecting, referral partnerships, and lead conversion.
Key Responsibilities
- Lead Data Sourcing: Identify and compile prospective-client data for F-1 international students, OPT and STEM OPT students, H-1B visa holders, H-4 EAD holders, NRIs, and other individuals who may require US tax services.
- Database Development: Build and maintain structured lead databases containing prospect names, mobile numbers where lawfully available, email addresses where available, location, prospect category, lead source, and outreach status.
- Targeted Prospect Research: Research relevant universities, international student communities, professional networks, recruitment firms, immigration consultancies, and other appropriate channels to identify potential clients.
- Contact Information Verification: Verify the accuracy and relevance of contact information using legitimate sources and authorized databases. Obtain and document consent where required before contacting prospects.
- Cold Calling and Outreach: Contact eligible prospects through permitted calling, email, messaging, and digital outreach channels to introduce Taxquity Advisors' services.
- Lead Qualification: Identify prospects who may need Form 1040 preparation, federal and state tax filing, tax planning, ITIN applications, FBAR/FATCA compliance, or related services.
- Referral Partnerships: Develop relationships with education consultants, immigration service providers, recruitment agencies, universities, and other relevant referral partners.
- Lead Conversion: Schedule consultations and coordinate with the sales and tax advisory teams to convert qualified leads into clients.
- CRM Management: Maintain accurate prospect records, contact history, follow-up schedules, campaign results, and conversion metrics.
- Reporting: Submit regular reports covering new leads sourced, verified contact records, calls completed, interested prospects, consultations scheduled, and conversions.
Target Lead Segments
- F-1 Visa Students – International students studying at US universities.
- OPT Students – Students working in the United States under Optional Practical Training.
- STEM OPT Students – Eligible graduates working under STEM OPT extensions.
- H-1B Visa Holders – Professionals employed in the United States under H-1B status.
- H-4 EAD Holders – Eligible H-4 dependents authorized to work in the United States.
- NRIs and Expatriates – Individuals with potential US tax filing or cross-border tax compliance needs.
Required Skills and Qualifications
- Bachelor's degree in Commerce, Business Administration, Finance, Marketing, or a related field.
- MBA/PGDM preferred.
- 2–4 years of experience in lead generation, sales, business development, telecalling, client acquisition, or financial services.
- Demonstrated ability to source leads and build organized databases containing names and available contact details.
- Strong research skills and familiarity with online prospecting tools, CRM systems, Excel, and lead management platforms.
- Excellent communication, cold-calling, follow-up, and relationship-building skills.
- Ability to work independently in a remote environment and achieve measurable targets.
- Knowledge of US taxation, Form 1040, F-1/OPT/STEM OPT, H-1B, and H-4 EAD is an advantage.
Performance Expectations
Performance will be evaluated based on:
- Number of relevant leads sourced from legitimate channels.
- Number of accurate and verified contact records added to the database.
- Number of qualified prospects contacted.
- Number of interested prospects and consultations generated.
- Referral partnerships established and leads converted into paying clients.
Important: Contact data must be sourced through lawful, authorized channels and handled in accordance with applicable privacy, data-protection, and telemarketing requirements. Personal mobile numbers must not be obtained through unauthorized databases, scraping, or disclosure of private information without an appropriate legal basis
Click on Apply to know more.
