Client Relationship Executive

Job Description: US Tax (Individual) – Client Support Associate.

US Individual Tax Support Associate

Department: US Taxation

Experience: As applicable (Fresher)

Job Summary

We are seeking a detail-oriented professional to support US individual tax return preparation and filing, client communication, and onboarding. The role involves assisting with tax documentation, coordinating with clients, and ensuring a smooth and professional tax filing experience.

Key Responsibilities

US Individual Tax Return Assistance

•  Assist in preparing and filing US individual income tax returns, including Forms 1040 and 1040-NR.
•  Collect, review, and organize tax documents and client information.
•  Identify missing information and coordinate with the tax preparation team to ensure timely filing.
•  Support tax return status tracking and follow-up.

Client Support & Communication

• Respond to client queries regarding tax documentation, filing procedures, and return status.
•  Communicate professionally with clients through email, phone, and messaging platforms.
•  Follow up on pending documents and provide updates on filing progress.
•  Coordinate with tax professionals to resolve client concerns and ensure timely assistance.

Client Onboarding

• Assist new clients with the onboarding process and initial information collection.
• Share tax organizers, document checklists, and filing instructions.
• Collect and verify basic client details and relevant tax documents.
• Explain the tax preparation workflow, timelines, and next steps to clients.