Tax Analyst (CRO)

Client Relationship Officer (CRO)

Experience: 03 Years

The Client Relationship Officer is responsible for managing client communication and ensuring a smooth experience throughout the tax-service process.

Key Responsibilities

• Communicate with clients through voice and non-voice channels including phone, WhatsApp, email, and other approved platforms.
• Understand client requirements and provide clear information regarding tax services.
• Follow up with clients for required tax documents and information.
• Coordinate with Tax Preparation and Payment teams.
• Explain the tax-filing process, timelines, and next steps to clients.
• Maintain regular communication and follow-up with assigned clients. Identify client concerns and escalate technical tax questions to the Tax Team.
• Maintain accurate records of client interactions and commitments.
• Support client retention and relationship management.
• Ensure timely resolution of client queries.
• Maintain confidentiality of client financial and personal information.

Preferred Skills :

• 0–3 years of experience in Client Relationship Management, Customer Support, BPO, Voice/Non-Voice Process, Banking, Finance, or similar roles.
• Excellent verbal and written communication.
• Strong follow-up and interpersonal skills.
• Customer-focused approach.
• Ability to handle multiple clients and deadlines.
• Basic knowledge of US taxation and having 1 season or more is an advantage.