Staff Support Specialist - Temporary

C&N•Charleston Township, PA

About The Position

C&N is seeking a temporary Staff Support Specialist to assist their Wealth Management Tax Group throughout the 2027 tax season. This role involves managing the flow of tax documents, supporting tracking and data entry, entering tax information into specialized software, coordinating communications, and ensuring materials reach the right person at the right time. This position is ideal for individuals who enjoy administrative work, have strong attention to detail, and are comfortable working with data and Excel, offering an opportunity to gain experience in a professional tax and wealth management environment.

Requirements

High School Diploma or GED AND previous experience in administrative support, document processing, or a related role preferred OR an equivalent combination of education and experience.
Attention to detail and strong organizational skills
Accurate data entry and comfort working with Excel
Ability to learn and work within specialized software systems
Multitasking and prioritizing work in a fast-paced environment
Clear communication and teamwork
Handling confidential and sensitive information with professionalism
Proficiency with Microsoft Office products

Nice To Haves

Familiarity with tax documents or tax preparation software is helpful but not required—training will be provided.

Responsibilities

Organize, track, and route incoming and outgoing tax documents; scan, file, and maintain accurate digital and physical records.
Review information provided through tax input sheets and accurately enter data into the appropriate tax preparation software.
Update spreadsheets, enter data, and support tracking activities to help the team effectively manage tax-season workflow.
Prepare tax packets and correspondence, coordinate follow-up tasks, and provide general administrative support to the Tax Group.
Assist teammates by providing timely updates, routing materials, and supporting smooth, efficient processes.
Uphold C&N’s Customer Service Standards in every interaction with internal team members and external partners.