Job Description: US Tax (Individual) – Client Support Associate.

US Individual Tax Support Associate

Department: US Taxation

Experience: As applicable (Fresher)

Job Summary

We are seeking a detail-oriented qualified to support US individual tax return preparation and filing, client communication, and onboarding. The role involves assisting with tax documentation, coordinating with clients, and ensuring a smooth and professional tax filing experience.

Key Responsibilities

US Individual Tax Return Assistance

- Assist in preparing and filing US individual income tax returns, including Forms 1040 and 1040-NR.
- Collect, review, and organize tax documents and client information.
- Identify missing information and coordinate with the tax preparation team to ensure timely filing.
- Support tax return status tracking and follow-up.

Client Support & Communication





- Respond to client queries regarding tax documentation, filing procedures, and return status.
- Communicate professionally with clients through email, phone, and messaging platforms.
- Follow up on pending documents and provide updates on filing progress.
- Coordinate with tax professionals to resolve client concerns and ensure timely assistance.

Client Onboarding

- Assist new clients with the onboarding process and initial information collection.
- Share tax organizers, document checklists, and filing instructions.
- Collect and verify basic client details and relevant tax documents.
- Explain the tax preparation workflow, timelines, and next steps to clients.

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