Client Support

1 week ago

Kochi, India Trowbridge Professional Corporation Full time

Prepare and organize working paper files for tax return preparation
- Assemble Canadian Personal and Corporate Tax Returns and US Personal Tax Returns electronically & paper
- Prepare documents for delivery to the Canadian Revenue Agency (CRA) on a daily basis
- Assist in creating client authorization lists and distributing/releasing the appropriate Tax Data Organizers (annually)
- May be asked to contact government agencies to request for extensions, verify information and request payment adjustments/allocations as necessary
- Organize, scan and upload source documents into the document management system
- Scan bookkeeping source documents, when required
- Track and keep records of returned, as well as, in-house source documents

**Trowbridge Client Support (TCS Admin)**
- Assist in monitoring specific client support outlook account, in the absence of the Client Support Lead
- Set up tasks and projects for clients
- Respond to client questions or direct tax related questions from clients to the appropriate Professional staff
- Assist clients with difficulties navigating the Client Portal, such as, uploading/downloading information and/or resetting user password

**General Administration**
- Setup New Clients and tasks into the Firm database and systems
- Maintain and update client database ensuring accurate of client information
- Assists with filing, correspondence, faxing, preparation and distribution of documents and other materials, and photocopying for Professional staff as required
- Responsible for the shipments electronically & paper
- Other duties may be assigned as necessary

Pay: ₹20,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance

Day range:

- Monday to Friday

Shift:

- US shift

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9746529675

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