Customer Relationship Manager – U.S. Taxation

We are seeking an experienced and client-focused Customer Relationship Manager (CRM) with a strong understanding of U.S. Taxation to join our growing tax team. The ideal candidate will act as a bridge between clients and our tax professionals, ensuring smooth communication, exceptional service delivery, and long-term client satisfaction.

Key Responsibilities:

• Serve as the primary point of contact for clients regarding U.S. tax preparation, filing updates, and service inquiries.

• Build and maintain strong, long-term relationships with clients by providing timely, transparent, and professional communication.

• Understand client needs, gather necessary tax documents, and coordinate with the internal tax preparation team for accurate and timely filings.

• Guide clients through the tax return process, explaining documentation requirements, timelines, and status updates.

• Ensure client satisfaction by resolving issues promptly and maintaining clear, solution-oriented communication.

• Maintain and update client records, correspondence, and filing statuses within CRM systems or tax software tools.

• Collaborate closely with the tax team to ensure accurate documentation and compliance with U.S. federal and state tax laws.

• Assist in onboarding new clients, explaining available tax services, and promoting value-added solutions.

• Monitor deadlines and proactively follow up to ensure clients meet document submission and filing requirements.

• Contribute to process improvement initiatives to enhance the client experience and service efficiency.

• Support business growth by identifying cross-selling or referral opportunities based on client profiles.

Qualifications:

• Proven experience as a Client Relationship Manager, Account Manager, or Customer Success Specialist — preferably within a U.S. taxation, accounting, or financial services environment.

• Strong understanding of U.S. federal and state tax filing processes, including key forms (1040, 1065, 1120, 1120S, etc.).

• Exceptional communication and interpersonal skills, with a client-first mindset.

• Ability to manage multiple client accounts and deadlines simultaneously.

• Proficiency in CRM systems, Microsoft Office Suite, and document management tools.

• Experience working with Drake Tax Software, TaxSlayer, or similar tax platforms is a plus.

• High attention to detail, professionalism, and strong organizational skills.

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.

Key Skills:

• Client Relationship Management

• Tax Process Coordination

• Communication & Problem Solving

• CRM Software & Documentation Handling

• Multi-tasking & Time Management

• Understanding of U.S. Federal & State Tax Laws

• Conflict Resolution & Customer Retention

• Cross-Team Collaboration

• Attention to Detail & Confidentiality

• Professional Email and Call Handling Etiquette

Why Join Us:

• Be a key contributor in a fast-growing U.S. tax preparation team.

• Gain exposure to a wide range of individual and business tax clients.

• Opportunity for career advancement in client management and U.S. tax operations.

• Collaborative work culture that values professionalism, communication, and client satisfaction.

• Competitive compensation with performance-based incentives.

• Training and mentorship to strengthen your understanding of U.S. taxation and client handling best practices.