Client Relationship Associate

Company Description QuessTaxFiling 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 Associate is a full-time, on-site role based in Hyderabad. This role is responsible for managing day-to-day interactions with clients, responding to inquiries, and guiding them through tax filing and consultation processes. The associate will coordinate documentation for tax returns and ITIN applications, ensure client information is complete and accurate, and support the team in resolving IRS-related queries. Daily tasks include maintaining client records, scheduling consultations, monitoring service timelines, and providing clear updates on filing status. The role involves close collaboration with tax consultants and operations staff to deliver a smooth and professional client experience.
Qualifications
Strong Business Relationship Management and Client Relations skills to manage accounts and support client retention.
Proven Relationship Building and Communication abilities to engage with diverse clients and explain tax processes clearly.
Solid Analytical Skills to review client information, identify missing data, and support accurate tax filing.
Attention to detail and organizational skills to handle multiple client cases and maintain precise records.
Comfort working in a client-facing, on-site environment and collaborating with cross-functional teams.
Prior experience in financial services, tax assistance, or customer support is an advantage.
Bachelor’s degree in business, finance, accounting, or a related field preferred.
Ability to use common office and CRM software; familiarity with U.S. tax concepts is a plus.

Work arrangement
No