Tax Associate

Metrix Tax Filing; Hyderabad; On-site; INR 350,000 - 600,000; Full time

Benefits offered by this job

Structured training

Career growth

Collaborative environment

International clients exposure

Job summary

Metrix Tax Filing, based in Hyderabad, seeks a Tax Associate (Client Relationship Officer) to manage client communications during U.S. tax return preparation and filing. You will be the primary contact for clients, ensuring timely receipt of documents and coordinating with internal tax teams to resolve queries.

The role requires 0–3 years in customer service or taxation, strong communication skills, and willingness to work night shifts aligned with U.S. business hours. On-site at Hyderabad.

Qualifications

• Degree in Accounting, Finance, Taxation or related field.
• Knowledge of U.S. federal and state tax regulations.

Responsibilities

• Serve as primary contact for clients via phone, email, and chat.
• Collect and organize client tax documents before case assignment.
• Respond to client queries about tax documents and filing status.
• Record client interactions and case progress in CRM.
• Coordinate with internal tax preparers to resolve issues and obtain documentation.
• Ensure timely submission of documents and approvals and adherence to SLAs.

Skills

Tax Preparation

Tax Compliance

Tax Planning

Audits & IRS Notices

Tax Law Knowledge

Analytical Skills

MS Office

Education

Bachelor's degree in Accounting/Finance/Taxation

CPA/EA certification (advantage)

Tools

Tax software

MS Office

Job description

Tax Associate (Client Relationship Officer)

Location: Hyderabad, Telangana, India (On-site)

Shift: Night Shift (U.S. Business Hours)

Experience: 0–3 Years

Company Description Metrix Tax Filing is a financial services firm specializing in U.S. tax preparation and compliance solutions for individuals and businesses. The firm provides a range of services including tax filing, ITIN processing, IRS e-filing, audit support, payment processing, and FBAR/FATCA compliance. Based in Hyderabad, Metrix Tax Filing supports U.S. clients with accurate, timely, and reliable tax services. The team focuses on maintaining high professional standards, strong client communication, and adherence to evolving U.S. tax regulations.

About the Role

Metrix Tax Filing is looking for a Tax Associate (Client Relationship Officer) to join our growing team. In this client-facing role, you will manage client communication throughout the U.S. tax return preparation process. You will be the primary point of contact for clients, ensuring timely collection of tax documents, coordinating with internal tax teams, resolving client queries, and delivering an exceptional customer experience.

Key Responsibilities

Serve as the primary point of contact for clients via phone, email, and chat during the U.S. tax return preparation and filing process.

Collect, review, and organize client tax documents before assigning cases to the tax preparation team.

Respond to client inquiries regarding tax documents, filing status, missing information, and the overall tax filing process.

Record and update client interactions and case progress in the CRM system.

Coordinate with internal tax preparers to resolve client issues and obtain additional documentation when required.

Follow up proactively with clients to ensure timely submission of pending documents and approvals.

Obtain client confirmations for accurate and timely tax return filing.

Handle customer concerns and first-level escalations while maintaining high service standards.

Ensure adherence to Service Level Agreements (SLAs).

Maintain confidentiality of client financial information and comply with company data security policies.

Support process improvements to enhance customer experience and operational efficiency.

Qualifications

• Candidates should possess strong skills in Tax Preparation and Tax Compliance to accurately prepare and review U.S. tax returns for individuals and businesses.
• Candidates should possess expertise in Tax Planning to identify legal tax-saving strategies and optimize client tax positions.
• Candidates should possess experience with Tax Audits and related audit support, including responding to IRS and state tax notices.
• Candidates should possess a solid understanding of Tax Law, including current U.S. federal and state regulations and FBAR/FATCA requirements.
• Relevant qualifications such as a degree in Accounting, Finance, Taxation, or a related field; professional certifications (CPA, EA, or equivalent) are an advantage.
• Strong analytical skills, attention to detail, proficiency with tax software and MS Office tools, and the ability to communicate clearly with U.S.-based clients.
• Ability to work on-site in Hyderabad, manage deadlines in a fast-paced environment, and collaborate effectively in a diverse, team-oriented setting.
• Willingness to work in the Night Shift (U.S. Business Hours).
• Excellent verbal and written communication skills.
• 0–3 years of experience in customer service, client relationship management, taxation, or a related field.

Why Join Metrix Tax Filing?

Opportunity to build a career in U.S. taxation.

Structured training and career growth opportunities.

Collaborative and supportive work environment.

Exposure to international clients and tax processes.