Client Relationship Associate

About the Role

The Client Relationship Officer (CRO) serves as the primary liaison between our U.S.-based clients and our internal tax preparation team. This role guides clients through the entire U.S. tax filing lifecycle, ensuring a seamless experience. Responsibilities include onboarding, collecting U.S. tax documents, providing status updates, and addressing client inquiries.

Key Responsibilities

• Client Onboarding & Communication
• Act as the first point of contact for new and returning clients initiating their U.S. tax return process.
• Clearly explain the tax preparation workflow, timelines, and firm requirements.
• Manage inbound and outbound communications via phone, email, and client portals with high professionalism, aligning with U.S. business etiquette.
• Document & Information Management
• Send secure document requests and follow up with clients to ensure all necessary U.S. tax forms (e.g., W-2s, 1099s) are submitted on time.
• Perform initial reviews of submitted documents to ensure completeness before handing them off to the tax preparation team.
• Assist clients struggling to use secure tax portals to upload their financial documents.
• Workflow Coordination
• Act as a bridge between the client and the internal tax experts.
• Relay specific questions from the tax team to the client and ensure prompt, clear responses.
• Update and maintain accurate client records and status pipelines within the firm’s CRM or practice management software.
• Post-Filing Support
• Deliver finalized tax returns and payment/refund instructions to the client.
• Ensure all signature authorizations are collected prior to e-filing.

Qualifications & Skills

• Experience: Freshers are welcome; 0–1 year of experience in customer success, BPO, or client relations is a plus, but not mandatory.
• Education: Any Bachelor’s degree (B.Com, BBA, or related fields preferred).
• Communication: Exceptional verbal and written English communication skills; ability to explain processes clearly and confidently to U.S. clients.
• Organization: Strong multitasking abilities, a willingness to learn, and high attention to detail.
• Availability: Must be willing to work U.S. shifts (Night Shifts in IST).

Compensation & Benefits

• Salary: ₹16,000 – ₹25,000 per month (Based on interview performance and relevant skills).
• Comprehensive training on U.S. tax basics, client management, and software tools.
• Opportunities for rapid professional growth within the U.S. tax and compliance industry.