
Shruti Morar
Client Success Manager
Shruti Morar
Client Success Manager
Shruti Morar ensures a seamless and supportive experience for every client at Shah & Associates. With a background in accounting and relationship management, she helps businesses tackle financial challenges with confidence. Shruti specializes in tax planning, project coordination, and serving as a reliable point of contact between clients and third-party providers. Her proactive communication and problem-solving mindset make her a valued partner in every client’s financial journey.
Skills:
- Onboarding Clients/Staff 97%
- Tax Planning Implementation 98%
- Administrative Management 98%