About the job

Key Responsibilities:

1. Manage client onboarding and document collection.
2. Follow up with clients for pending information and compliance requirements.
3. Coordinate US LLC and corporation formation and bookkeeping processes.
4. Track EIN, ITIN, tax, and compliance applications.
5. Maintain CRM records, trackers, and client databases.
6. Coordinate with internal team members and external service providers.
7. Monitor deadlines and ensure timely completion of tasks.
8. Assist with US accounting, bookkeeping, and tax workflow management.
9. Handle client communication via email and phone.
10. Prepare daily and weekly operational status reports.

Skill(s) required

Attention to Detail Client Interaction Document Management Email Management English Proficiency (Spoken) Google Sheets Organizational Development Problem Solving Project Management

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. have minimum 1 years of experience

2. are from Ajmer only

Other requirements

1. B.Com, M.Com, BBA, MBA, CA Inter, CMA Inter, CS, or equivalent

2. 1 year of experience in US accounting, US taxation, and US compliance

3. Bookkeeping knowledge is preferred

4. Knowledge of QuickBooks Online is an advantage

5. Strong English communication skills (written and verbal)

6. Good knowledge of Excel and Google Sheets

7. Strong organizational and follow-up skills

8. Ability to manage multiple tasks and deadlines

9. We are looking for someone detail-oriented, organized, proactive, and a quick learner

10. Comfortable communicating with international clients

11. Interested in building a long-term career in US accounting and compliance services

12. Freshers with strong communication and organizational skills are encouraged to apply

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 2,50,000 - 4,20,000 /year

Number of openings

About CorpValet

'CorpValet - Business Formation and Compliance and Accounting Solutions in United States.'

CorpValet, founded by Nikita Jain, a qualified company secretary from ICSI, India, with expertise in US business formation and compliance and accounting services, is committed to simplifying the complex world of US business accounting, incorporation, and compliance. She has served 200+ US businesses for their formation, compliance, and accounting needs. CorpValet's goal is to streamline the US business formation and compliance process, taking care of their accounting and allowing entrepreneurs to focus on business growth. CorpValet provides comprehensive services including accounting, bookkeeping, business incorporation, LLC or corporation filings, corporate compliance, sales tax registration and filings, and payroll tax registration across all 50 states.

Operations & Client Success Executive