About Us At Preferred Tax, we specialize in providing top-tier accounting, bookkeeping, tax planning, and US tax preparation services. As a growing firm with an expanding international footprint, we pride ourselves on accuracy, efficiency, and delivering exceptional service to our clients.

In this role, you will be the backbone of our daily administrative operations and serve as a key communication bridge for the company. Handle daily communications via email, phone, and internal channels with exceptional English fluency and professionalism.
Data Management: Utilize Microsoft Excel and Google Sheets to organize, track, and maintain accurate operational and client records.
CRM Administration: Update and manage the company's CRM software to ensure all client data, task progress, and communications are logged accurately.
Assist with day-to-day office administration, document management,



and workflow coordination to ensure the team operates smoothly.
Actively learn about our industry processes and adopt current software tools or operational methods as the firm grows.

Language Skills: Excellent verbal and written fluency in English is mandatory.
Strong working knowledge of Microsoft Excel, Google Sheets, and general CRM software.
A meticulous approach to work, ensuring high accuracy in data entry and communication.
Preferred Qualifications (Bonus)
Prior experience or basic knowledge of USA Accounting principles .
Familiarity with US Tax Returns (e.g., individual or business tax prep). (Note: Training will be provided, but prior knowledge is a significant advantage).

📌 Administration Officer - CRM Services (Ahmedabad)
🏢 preferred tax consultancy
📍 Ahmedabad