Role & responsibilities
Contact prospective clients and generate current business opportunities.
Follow up with leads and schedule client consultations.
Collect required tax documents from clients.
Review documents for accuracy and completeness.
Maintain and organize client records securely.
Prepare Federal and State tax returns (Individual and Business).
Enter tax information accurately into tax software.
Perform a preliminary review of tax returns before submitting for final review.
Coordinate with Senior Tax Associates/Managers to resolve review comments.
Explain draft tax returns, tax liabilities, refunds, and filing positions to clients.
Obtain client approval and required e-file authorization forms.
Respond to client queries professionally via phone, email, and virtual meetings.
Follow up with clients for missing documents and pending approvals.




Assist clients with IRS and State tax notices when required.
Ensure timely completion of tax returns and compliance with filing deadlines.
Maintain confidentiality of client information and comply with company policies.
Stay updated with current Federal and State tax laws and IRS regulations.
Provide excellent customer service and build long-term client relationships.

Key Skills
Client Acquisition & Relationship Management
Tax Return Preparation
Document Collection & Verification
Draft Review & Quality Checks
Client Communication & Return Explanation
Tax Software (Drake or similar)
Microsoft Excel & Word
Time Management
Attention to Detail
Problem Solving
Team Collaboration
Qualified Communication

📌 Walk In Tax Associate Hyderabad
🏢 Maple Tax Consulting
📍 Hyderabad