Process Associate

About the Role

The Process Associate role at Eazy Refund TaxAssist is a full-time hybrid position based in Hyderabad, with a mix of on-site work and some work-from-home flexibility.

Key Responsibilities

• Handle day-to-day tax processing activities.
• Review client information.
• Validate documentation.
• Enter data into internal systems.
• Track the status of refunds or related financial requests.
• Respond to client inquiries.
• Coordinate with internal teams to resolve issues.
• Maintain accurate records in line with company policies and regulatory requirements.
• Support process optimization initiatives.
• Follow standard operating procedures.
• Escalate complex cases when necessary.

Requirements & Tech Stack

• Data entry and office productivity tools, such as spreadsheets, CRM systems, and email platforms.
• Comfort working in a hybrid model, collaborating effectively both on-site in Hyderabad and remotely.

Qualifications

• Strong analytical skills to review financial data, identify discrepancies, and support process improvements.
• Customer service and communication skills to handle client queries, provide clear explanations, and maintain professional interactions.
• Understanding of basic finance concepts and exposure to tax or refund processing.
• Experience in Business Process Outsourcing (BPO) environments is an advantage.
• High level of accuracy, time management, and organizational skills, with the ability to manage multiple tasks in a fast-paced setting.
• Relevant academic background in commerce, finance, business, or a related field is preferred.
• Prior experience in financial or customer support roles is beneficial.