HR Manager Recruitment at TAXinINDIA

TAXinINDIA is a leading platform for tax compliance services, offering a wide range of solutions including Income Tax Return Filing, GST Services, Tax Consultancy, Business Registrations, Compliance, Audit Support, and other professional services to individuals, businesses, and organizations throughout India. In our efforts to expand across major cities, TAXinINDIA.co is developing a robust network of Client Relationship Managers who will play a crucial role in generating new prospects, coordinating documentation, following up with clients, collecting payments, providing after-sales support, and generating referrals. We are seeking an experienced and energetic HR Manager who can take full responsibility for the HR Manager job description that includes identifying, recruiting, onboarding, training, monitoring, and retaining these Client Relationship Managers.

The HR Manager will be responsible for building and managing a nationwide network of Client Relationship Managers for TAXinINDIA. The key objective is to continuously recruit suitable candidates in major cities and locations, ensuring they receive proper training and activation, while monitoring their performance to help create a stable and productive CRM network. The HR Manager job description includes working closely with the management, sales team, operations team, and CRM team to ensure that recruitment efforts directly contribute to business growth and revenue generation, particularly in the field of tax compliance services.

A. Recruitment & Talent Acquisition

Understand the manpower requirement for different cities and locations. Prepare city-wise recruitment plans specifically tailored for Client Relationship Managers. Source candidates through various channels including:

- Job portals

- LinkedIn

- Social media

- WhatsApp groups

- Employee referrals

- Local references

- Recruitment agencies

- Colleges and professional institutes

- Local business networks

Screen CVs and applications to ensure they align with the HR Manager job description. Conduct initial HR interviews to assess candidates on crucial skills such as:

- Communication skills

- Sales ability

- Client-handling skills

- Local networking capability

- Confidence

- Follow-up skills

- Professional attitude

- Basic understanding of taxation/business services, particularly in relation to tax compliance services.

Coordinate technical or management interviews where required and maintain a pipeline of candidates for future requirements. Ensure an ample supply of qualified candidates is available for every targeted location.

The HR Manager, as part of their job description, will develop a systematic recruitment strategy targeting major cities and locations across India. Key responsibilities include: 

- Preparing city-wise manpower targets.

- Identifying priority cities for Client Relationship Managers.

- Tracking vacancies and recruitment status.

- Maintaining a database of shortlisted candidates.

- Recruiting candidates based on business potential instead of merely filling vacancies.

- Ensuring adequate CRM coverage in each target market. 

- Building a continuous recruitment pipeline, particularly for tax compliance services.  

The HR team should maintain recruitment dashboards and provide regular reports to management.

The HR Manager job description should include the development of a standard screening process for Client Relationship Managers. Candidates should preferably have: 

- Good communication skills. 

- A strong local network. 

- The ability to approach new prospects effectively. 

- Skills to generate leads and referrals. 

- Excellent follow-up skills. 

- A client service orientation. 

- Basic knowledge of computer and mobile applications. 

- Proficiency in using WhatsApp, email, and CRM tools. 

- Professional behavior. 

- The ability to work independently. 

- Knowledge of local business and professional communities is an advantage. 

Candidates from industries such as sales, banking, insurance, financial services, CA/CS firms, tax consultancy (especially those focused on tax compliance services), real estate, B2B services, and similar sectors may be considered.

Develop a structured recruitment process for Client Relationship Managers: Application → HR Screening → Telephonic Interview → Skill Assessment → Management Interview → Selection → Documentation → Training → Onboarding → Activation. The HR Manager, as outlined in the HR Manager job description, should ensure that every candidate goes through the appropriate recruitment process, including evaluating candidates’ alignment with our tax compliance services, before joining.

Once a candidate is selected, the HR Manager will play a crucial role in ensuring smooth onboarding for new Client Relationship Managers. The HR Manager job description includes collecting and verifying essential documents such as: 

- Resume 

- Photograph 

- PAN 

- Aadhaar/identity proof, where required 

- Address details 

- Bank details, where applicable 

- Educational/professional details 

- Previous employment details, where applicable 

- Signed appointment/engagement documents 

- Required declarations and agreements 

The HR team must also ensure that all records comply with tax compliance services and properly maintain employee and associate information.

The HR Manager, as part of their job description, will collaborate with management and the training team to ensure that every newly recruited Client Relationship Manager (CRM) receives comprehensive training. Training areas may encompass: TAXinINDIA.co introduction, services offered, income tax return services, GST services, business registrations, tax compliance services, client acquisition process, lead generation, prospect approach, document collection, client follow-up, payment collection process, after-sales service, referral generation, CRM/software usage, WhatsApp and email communication, professional conduct, and data confidentiality. The HR Manager should also monitor the completion of mandatory training for each newly recruited CRM.

Recruitment alone is not the objective for a successful HR Manager. The HR Manager job description should include responsibilities such as monitoring whether newly recruited Client Relationship Managers (CRMs) become active and productive members of the team. To track effectiveness, the HR Manager should keep an eye on key performance indicators, including:  

- Date of joining  

- Training completion  

- Date of activation  

- Leads generated  

- Prospects contacted  

- Clients acquired  

- Documents collected  

- Revenue generated  

- Payments collected  

- Referrals generated  

- Client retention  

- Activity level  

Additionally, the HR Manager should identify any inactive CRMs and coordinate with management for corrective actions, which may also relate to ensuring tax compliance services are adhered to for any clients acquired.

The HR Manager, as outlined in the HR Manager job description, should assist in creating targeted recruitment campaigns for TAXinINDIA.co focusing on Client Relationship Managers for our tax compliance services. This may include: job advertisements, WhatsApp recruitment messages, LinkedIn posts, Facebook/Instagram recruitment campaigns, local recruitment advertisements, employee referral campaigns, city-wise recruitment initiatives, and recruitment landing pages/forms. The objective should be to ensure a continuous flow of qualified candidates for CRM positions.

The HR Manager should assist management in establishing HR policies related to core functions such as recruitment, selection, and onboarding. Additional areas of focus include attendance, where applicable, leave, performance, incentives, employee conduct, confidentiality, data protection, client information, and the code of conduct. Furthermore, it is essential to outline disciplinary procedures and the exit process. All policies must be aligned with applicable employment laws and company requirements, which are particularly relevant for those in roles like Client Relationship Managers. Additionally, the HR Manager job description should ensure compliance with tax compliance services to meet regulatory standards.

The HR Manager, as outlined in the HR Manager job description, should assist in creating targeted recruitment campaigns for TAXinINDIA.co focusing on Client Relationship Managers for our tax compliance services. This may include: job advertisements, WhatsApp recruitment messages, LinkedIn posts, Facebook/Instagram recruitment campaigns, local recruitment advertisements, employee referral campaigns, city-wise recruitment initiatives, and recruitment landing pages/forms. The objective should be to ensure a continuous flow of qualified candidates for CRM positions.

The HR Manager should assist management in establishing HR policies related to core functions such as recruitment, selection, and onboarding. Additional areas of focus include attendance, where applicable, leave, performance, incentives, employee conduct, confidentiality, data protection, client information, and the code of conduct. Furthermore, it is essential to outline disciplinary procedures and the exit process. All policies must be aligned with applicable employment laws and company requirements, which are particularly relevant for those in roles like Client Relationship Managers. Additionally, the HR Manager job description should ensure compliance with tax compliance services to meet regulatory standards.

The HR Manager, as part of the HR Manager job description, must maintain an updated HR dashboard. Weekly MIS should include key metrics to effectively track Client Relationship Managers' performance, such as: total candidates received, candidates screened, interviews conducted, candidates selected, candidates joined, candidates rejected, candidates under process, location-wise recruitment, active CRM count, inactive CRM count, attrition, and recruitment source performance. 

For the monthly MIS, the HR Manager should evaluate: recruitment target vs achievement, cost per recruitment, city-wise manpower status, CRM productivity, attrition percentage, recruitment funnel, training status, performance of newly recruited CRMs, and compliance with tax compliance services. Additionally, recommendations to management should also reflect these insights.

The HR Manager will work closely with: Management, for manpower planning, targets, compensation, and strategic expansion; Sales Team, for CRM productivity and business targets, particularly in supporting Client Relationship Managers; Operations Team, for documentation, service delivery, and client support; Training Team, for onboarding and product/service training; and Finance Team, for salary, incentives, commissions, payment-related matters, and ensuring tax compliance services.

The ideal HR professional, aligned with the HR Manager job description, should be: Highly energetic, target-oriented, and excellent in communication. They must be strong in recruitment, particularly in areas like sales recruitment and tax compliance services, and comfortable with high-volume hiring. Additionally, they should excel in telephonic interviews, be skilled at candidate persuasion, and possess strong follow-up abilities. Proficiency with technology, including tools like Excel and Google Sheets, is essential, as is the capability to manage multiple locations effectively. A solid grasp of reporting and MIS is important, and the ability to work independently is a must. The candidate should thrive in startup or entrepreneurial environments and remain focused on delivering measurable results. Experience in BPO recruitment, financial services, insurance, banking, or working with CA/CS firms will be an advantage for those looking to excel as Client Relationship Managers.

Essential

Recruitment

Talent sourcing by Client Relationship Managers

Interviewing

Candidate engagement

Effective communication as outlined in the HR Manager job description

Negotiation

Follow-up

MIS reporting

HR documentation

Employee engagement

Preferred

Experience in mass recruitment.

Experience in pan-India recruitment.

Experience with job portals for sourcing candidates.

LinkedIn recruitment strategies.

WhatsApp recruitment campaigns.

Knowledge of CRM/HRMS systems.

Experience in recruiting for sales teams.

Familiarity with the professional services industry, especially regarding tax compliance services.

The HR Manager will be evaluated primarily on measurable results related to client relationship managers and the overall recruitment process. Suggested monthly KPIs include: 50–100+ qualified candidates sourced, 30+ candidate interviews, 10–20+ CRM selections/onboardings, city-wise recruitment achievement, 80%+ onboarding completion, a 70%+ activation rate, reduction in early attrition, recruitment cost optimization, candidate quality, CRM retention, and timely HR reporting. Additionally, compliance with tax compliance services will be monitored. Targets may be modified according to the company's expansion plan.

This is not a routine HR administration role. The selected person will play a strategic role in building TAXinINDIAs nationwide business network. The HR professional will directly contribute to expanding the company's presence by developing a strong team of Client Relationship Managers across India. A successful candidate can progress in their career with a clear HR Manager job description, growing into roles such as HR Executive, Senior HR Manager, Head – HR & Network Development, and ultimately National HR & Business Network Head, all while supporting our tax compliance services.

Reports To: Founder / Director / Senior Management

Works With: HR Manager, Client Relationship Managers, and teams in Sales, Operations, Finance, Training, as well as those involved in tax compliance services.

"Build the People. Build the Network. Build the Business." The HR Manager's job description at TAXinINDIA encompasses the crucial role of ensuring that the company has the right Client Relationship Managers in place, strategically located, equipped with the right training and motivation. This approach is vital for continuously acquiring new clients, delivering excellent tax compliance services, and generating sustainable business growth.