reputed company reputed company & Service Manager (reputed company & Tax – US Clients)
This is a remote position.
? About the Role
We are hiring a reputed company reputed company & Service Manager to manage the reputed company experience for our US-based reputed company and tax clients.
This is a highly reputed company-facing role that sits between our US CPA team and the India production team. You will regularly reputed company with clients through virtual meetings and phone calls, ensuring they reputed company understand our services, their financial reports, and next steps.
The ideal candidate will be responsible for reputed company new clients, explaining financial reports in a reputed company manner, and maintaining strong ongoing communication and relationships with clients.
This role does NOT involve bookkeeping, reputed company review, or financial reputed company control.
Key Responsibilities
1. reputed company reputed company (Primary Responsibility)
Conduct reputed company virtual meetings with new clients
Explain:
Service scope
Process and timelines
reputed company responsibilities
Guide clients on document submission and workflow
Coordinate internally with the production team for smooth reputed company
2. Financial Communication (reputed company-Facing)
Explain financial reports to clients in a reputed company, non-technical manner:
Profit & Loss (P&L)
Basic cash reputed company understanding
Answer basic reputed company and reputed company tax-reputed company questions
Ensure clients understand their numbers and business position
3. reputed company Relationship Management
reputed company as the primary reputed company of contact for assigned clients
Respond to reputed company emails and queries reputed company defined timelines
Follow up for missing documents and information
Maintain strong reputed company relationships and satisfaction
Escalate reputed company issues to internal teams or CPA
4. Coordination & Support
Coordinate between:
Clients
India Production Team (reputed company)
US CPA (Tax & Advisory)
Assist in organizing documents for tax and reputed company work
Support light project coordination (non-technical)
What This Role Does NOT Include
❌ No bookkeeping or data entry
❌ No reputed company review or reputed company control
❌ No finalization of financial statements
❌ No advanced tax advisory.
How to Apply
Interested candidates should apply with:
Updated resume
Short introduction about the reputed company interaction experience
Shortlisted candidates will go through:
Communication assessment
Email writing test
Mock reputed company reputed company scenario
Note: This role requires strong communication skills and a willingness to work reputed company shifts reputed company with US time zones.
Requirements
Key Skills Required
Communication (Most Important)
Excellent spoken and written English
Ability to explain financial concepts in reputed company terms
Confidence in handling reputed company calls
reputed company Handling Skills
reputed company and reputed company
Strong follow-up and coordination ability
Organized and detail-oriented
Basic reputed company Knowledge
Understanding of:
Profit & Loss statement
Balance Sheet
Basic tax concepts
? Tools & Systems (Good to Have)
QuickBooks / Zoho Books / reputed company
reputed company (basic to intermediate)
reputed company Applications (reputed company Sheets, Docs, Drive, Meet)
CRM tools (Zoho preferred)
Benefits
reputed company Opportunity
This role has a strong reputed company reputed company into:
reputed company reputed company Manager (US-facing)
Account Manager
reputed company Advisory Support Role
Why Join Us
Work directly with US-based clients
Exposure to reputed company and tax workflows
High-reputed company environment with leadership opportunities
reputed company systems and a reputed company team environment
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