Job DescriptionTax Associate (Client Relationship Officer)
nLocation: Hyderabad, Telangana, India (In office)
nShift: Night Shift (U.S. Business Hours)
nExperience: 0–3 Years
nCompany 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.
nAbout the Role
nMetrix 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.
nKey Responsibilities
nServe as the primary point of contact for clients via phone, email, and chat during the U.S. tax return preparation and filing process.
nCollect, review, and organize client tax documents before assigning cases to the tax preparation team.
nRespond to client inquiries regarding tax documents, filing status, missing information, and the overall tax filing process.
nRecord and update client interactions and case progress in the CRM system.
nCoordinate with internal tax preparers to resolve client issues and obtain additional documentation when required.
nFollow up proactively with clients to ensure timely submission of pending documents and approvals.
nObtain client confirmations for accurate and timely tax return filing.
nHandle customer concerns and first-level e

📌 Tax Associate (Hyderabad)
🏢 Metrix Tax Filing
📍 Hyderabad