Key Responsibilities
- Coordinate with clients regarding accounts and taxation-related requirements.
- Collect required financial documents and information from clients.
- Follow up with clients for pending documents and data.
- Handle client communication through calls, WhatsApp and email.
- Create and manage client communication groups when required.
- Draft and send professional emails regarding documents, requirements and follow-ups.
- Maintain and update client records and accounts-related data.
- Prepare and maintain Excel sheets, trackers and reports.
- Organize and maintain financial documents and working files.
- Coordinate with the Accounts Team for client requirements and pending work.
- Provide backend support for GST, TDS, ITR, bookkeeping and other accounts-related assignments.
- Maintain proper records of client communication, documents and follow-ups.
- Complete assigned accounts-related tasks within the required timelines.
Required Skills
- Basic to good knowledge of Accounting and Taxation.
- Knowledge of GST, TDS, ITR and basic bookkeeping will be preferred.
- Good knowledge of MS Excel and MS Word.
- Good verbal and written communication skills.
- Good email drafting and handling skills.
- Comfortable communicating with clients over phone and WhatsApp.
- Good follow-up and coordination skills.
- Ability to maintain proper records and documentation.
- Good organizational and time-management skills.
- Ability to work effectively with the Accounts Team.
Immediate Joiner Required