Operations & Client Support Intern

Job Description

ABOUT INVESTOR FRIENDLY CPA® 

INVESTOR FRIENDLY CPA® is a US-based purpose-driven organization committed to excellence in strategic tax consulting, operational effectiveness, and talent solutions. With a focus on delivering impactful results for clients across the real estate industries, we support businesses with innovative tax planning strategies and people-centered practices. Our team operates with a shared vision, to be a trusted partner in driving sustainable relationships and organizational success. 

Can you relate to the values we stand for? 

At IFC, our culture is built on teamwork, accountability, professionalism, continuous improvement, self-improvement, and a genuine desire to make a difference. We believe in taking ownership of our work, collaborating to achieve shared goals, and striving to grow every day, both as individuals and as an organization. If these values align with your own, we’d love to hear from you. 

Why Join INVESTOR FRIENDLY CPA®? 

At IFC, we’re not just building careers; we’re building futures. As a purpose-driven organization, we believe in empowering individuals to grow, lead, and make an impact. This is more than just a job, it’s an opportunity to be part of a company where your ideas matter and your growth is a priority. As a member of the IFC team, you’ll: 

• Be Part of a Visionary Team: Join a forward-thinking, impact-driven company that partners with organizations to solve complex business and people challenges. 
• Collaborate Globally: Work with high-performing teams and dynamic professionals across departments and regions in a culture that values knowledge-sharing and innovation. 
• Grow with Purpose: Advance your career through continuous learning, internal mobility, and leadership development initiatives designed to help you reach your full potential. 
• Thrive in a People-First Culture: Be part of a workplace that values well-being, inclusion, and recognition. We believe that when people feel valued, great things happen. 
• A Vision for the Future: Join a company that's evolving. As we scale, we remain committed to sustainability, innovation, and long-term value - for our clients, our people, and the communities we serve. 

Title: Operations & Client Support Intern 

Department: IFC 

Location: Jhamsikhel, Lalitpur 

Employment Type: Internship- Unpaid 

Job Summary 

We’re hiring an Operations Intern to help manage the day-to-day operations that keep our client work moving smoothly. This is a broad, hands-on role spanning client operations, CRM and outbound business development, reporting, and executive support. 

You won’t simply shadow processes—you’ll actively contribute to them. You’ll help prepare and issue proposals and invoices, maintain accurate client and lead databases, build and monitor automated outreach sequences, coordinate recruitment and onboarding activities, and support senior leadership with inbox management, calendars, meetings, and recurring deadlines. 

You’ll also play an important role in making our operations more organized and scalable by documenting workflows, creating and maintaining SOPs, and developing email templates and resources that the broader team can use. 

This role is ideal for someone who is organized, proactive, detail-oriented, comfortable taking ownership, and eager to learn how a growing business operates from the inside out. 

What You'll Do 

Client Operations 

• Prepare and issue client proposals, engagement letters, and invoices through our proposal and billing platform. 
• Support the end-to-end hiring cycle for client placements, including candidate coordination, interviews, offers, and onboarding. 
• Coordinate onboarding for new team members and maintain accurate records in our project management system. 
• Prepare weekly time-tracking summaries in Excel and share client-facing reports on schedule. 
• Serve as a day-to-day email point of contact for clients, responding to queries and supporting ongoing account relationships. 
• Gather periodic team feedback and compile consolidated reports for client review. 

CRM & Data Management 

• Own and maintain client and lead databases, ensuring records are accurate, correctly grouped, and up to date. 
• Monitor data quality and keep client and prospect information organized. 
• Configure, monitor, and refine automated email sequences. 

Outreach & Business Development Support 

• Run outbound email campaigns and personalize messaging for target prospects. 
• Build and optimize automated outreach sequences based on campaign goals. 
• Maintain job listings and ensure postings remain current. 
• Partner with the lead-generation team on prospect research and data quality. 

Reporting 

• Prepare monthly operational updates for internal stakeholders. 
• Track and report outreach performance on a weekly basis. 
• Maintain accurate operational and performance records. 

Executive & Administrative Support 

• Provide day-to-day support to senior leadership, including inbox management, prioritization, calendar management, and meeting coordination. 
• Track renewals, continuing-education requirements, compliance dates, and other recurring deadlines. 
• Manage assigned billing and payment activities using secure credential-management tools. 
• Handle ad-hoc projects and operational assignments from leadership. 

Documentation 

• Write and maintain SOPs for operational workflows. 
• Maintain a library of email templates used for clients and prospects. 
• Help identify opportunities to improve and standardize operational processes. 

Skills & Qualifications 

• Excellent written English — you will communicate with US clients regularly. 
• Strong Excel skills and comfort working with project management and CRM tools. 
• Highly organized and detail-oriented, with the ability to independently own deadlines. 
• Strong communication and follow-through skills. 
• Comfortable multitasking and managing competing priorities. 
• Discretion and professionalism when handling confidential information. 

Why Choose Us? 

At INVESTOR FRIENDLY CPA®, we believe in investing in the well-being, professional growth, and success of our employees. Our workplace culture fosters mutual respect, collaboration, and open communication. When our employees thrive, our company thrives. Join us and experience a workplace designed for your growth and happiness! 

Comprehensive Employee Benefits 

Our benefits package is crafted to ensure our employees feel valued, supported, and empowered from day one. 

Core Benefits 

• Five-Day Workweek: Enjoy weekends off, fostering work-life harmony compared to the standard six-day workweek in Nepal. 
• Flexible Working Hours: Customize your schedule to balance productivity and personal commitments. 

Office Perks 

• Nutritious Office Meals: Daily chef-prepared, wholesome meals. 
• Unlimited Snacks and Coffee: Stay energized throughout the day. 
• Leave Policies: Thirteen Days of Exclusive Leave: Generous leave options to recharge and stay productive. 
• Birthday Celebrations and Gifts: Celebrate your special day with personalized gifts and vouchers. 

Additional Benefits for Full-Time Employees 

• Provident Fund: Retirement fund contributions to secure your future. 
• Insurance Coverage: 
• Accidental Insurance: Coverage up to Rs. 1,500,000 for accidental incidents. 
• In-Hospitalization Coverage: 
• Coverage up to Rs. 200,000. 
• Family floater option for either parents or spouses and two children. 
• Anniversary Bonuses: Celebrate your work anniversaries with special bonuses. 
• Festival Bonuses: Enjoy bonuses during major festivals. 
• Company-Paid Higher Education Sponsorship: 
• Sponsorship for degrees in Finance, Accounting, or an MBA with a five-year commitment. 
• Paid Training and Certification: Opportunities to enhance your skills through courses like: Digital Marketing Course, Video Editing Course, Enrolled Agent exam preparation 

Workplace Culture 

• International Standards: Experience a diverse and inclusive workplace with global standards. 
• Team Building Activities: Regular events to strengthen collaboration and camaraderie. 
• Referral Bonus: Earn rewards for introducing talented individuals to our team. 

How to Apply 

Interested candidates are encouraged to submit their application via a form link shared in the LinkedIn career page of INVESTOR FRIENDLY CPA®