Process Associate

About the Role

The Process Associate role is a full-time, on-site position based in Hyderabad. This role involves supporting day-to-day tax and bookkeeping operations for Coopers Taxation, a firm specializing in U.S. and international tax filing, bookkeeping, and compliance services.

Key Responsibilities

• Supporting day-to-day tax and bookkeeping operations.
• Performing data entry.
• Verifying documents.
• Preparing financial and tax-related information for review.
• Managing client records.
• Tracking case status.
• Following standardized workflows to ensure accuracy and compliance.
• Communicating with internal teams.
• Communicating with clients to clarify information, resolve basic queries, and provide status updates (when required).
• Adhering to performance metrics.
• Maintaining confidentiality.
• Contributing to the continuous improvement of processes and service quality.

Requirements & Tech Stack

• Ability to work on-site in Hyderabad.
• Ability to manage time effectively.
• Ability to collaborate in a structured, team-based environment.
• Ability to work with spreadsheets and financial software.
• Strong organizational skills.

Qualifications

• Strong analytical skills to interpret data, identify discrepancies, and support accurate tax and bookkeeping processes.
• Customer service and communication skills to interact professionally with clients and team members and handle queries clearly and respectfully.
• Finance-related knowledge and familiarity with basic accounting or tax concepts.
• Understanding of Business Process Outsourcing (BPO) environments, including adherence to workflows, quality standards, and productivity targets.
• Attention to detail.
• Relevant education in commerce, finance, accounting, or a related field.
• Prior experience in tax, bookkeeping, or BPO operations is an advantage.