Client Relationship Associate

Company Description  Quess Tax Filing  is a professional tax services provider specializing in U.S. tax filing and consultation for individuals and businesses. The company delivers expert guidance on tax returns, ITIN processing, and IRS compliance, focusing on accurate and timely filings. Clients receive personalized solutions tailored to their financial needs and circumstances. Team members work in an environment that values precision, client service, and continuous learning in U.S. tax regulations.

Role Description  The Client Relationship Officer (CRO) serves as the primary liaison between our U.S.

-based clients and our internal tax preparation team. In this role, you will guide clients through the entire U.S. tax filing lifecycle, ensuring a seamless, stress-free experience. You will be responsible for onboarding, collecting U.S. tax documents, providing proactive status updates, and addressing general client inquiries. By managing the client relationship, you allow our tax professionals to focus entirely on accurate tax preparation.
​This is an excellent opportunity for fresh graduates looking to start a career in international taxation and client relations.

​
Key Responsibilities
​1. 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 to clients.
​Manage inbound and outbound communications via phone, email, and client portals with high professionalism, aligning with U.S. business etiquette.
​2. 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 who are struggling to use secure tax portals to upload their financial documents.
​3. 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.
​4. 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 and encouraged to apply! (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) to overlap with client business hours.
​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.