We are looking for a US Admin Associate to provide administrative and operational support to CPAs and CPA firms. The ideal candidate should have a basic to sound knowledge of US Tax forms and processes, Excellent communication skills, and strong attention to detail.
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This is a non-technical role focused on administrative coordination, documentation, client communication, and supporting CPA/CPA firm operations.
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Key Responsibilities
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- Provide administrative and operational support to CPAs and CPA firms.
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- Assist with client onboarding, including collecting required client information,
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documents, and basic details.
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- Ensure accurate maintenance of client records and tax documentation.
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- Follow up for missing or pending documents and information.
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- Assist with basic data entry and verification of financial/tax information.
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- Coordinate with CPAs and CPA firms for day-to-day requirements.
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- Track assignments, deadlines, and pending activities.
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- Handle routine email communication and client coordination.
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- Maintain confidentiality of client and financial information.
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- Support other administrative requirements of CPA/CPA firm operations.
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Required Skills & Qualifications
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- Basic knowledge of US Tax forms and basic US Tax processes.
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- Excellent communication skills with the ability to communicate professionally.
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- IRS calling experience is preferred.
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- Good knowledge of MS Excel, Word, Outlook, and other basic office tools.
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- Strong attention to detail and accuracy.
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- Good organizational and follow-up skills.
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- Ability to manage confidential client and financial information.
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- Ability to work independently as well as with a team.
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- Non-technical role – no accounting or technical skills required.
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Preferred Candidate
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- Graduate in Commerce, Accounting, Finance, or a related field.
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- Prior experience working with CPAs, CPA firms, or US-based clients will be an advantage.
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- Candidates with experience in US Tax documentation, tax forms, or IRS calling will be preferred.
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- CPA qualification is not mandatory.
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What We Offer
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- Opportunity to work with CPAs and CPA firms.
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- Exposure to US Tax processes and international clients.
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- Professional learning and career growth opportunities.
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- Collaborative work workplace.
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📌 US Non-Technical Associate (India)
🏢 PercentChase HiRecruiters
📍 India
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