Support Services Associate
About The Position
The Support Services position (specialty: Tax assistant) provides administrative and client service support to the tax team to ensure a smooth and efficient tax preparation process. This role is responsible for organizing and managing client documents, maintaining accurate records in CCH Axcess, coordinating follow-ups, and assisting with the assembly and delivery of tax returns and related client deliverables. The ideal candidate is highly organized, detail-oriented, professional in client communication, and comfortable working in a fast-paced, deadline-driven environment.
Requirements
- Strong organizational skills with the ability to manage multiple tasks and deadlines
- High attention to detail and accuracy, especially when handling confidential information
- Professional written and verbal communication skills for client and internal correspondence
- Proficiency with Microsoft Office (Outlook, Word, Excel) and document management systems
- Ability to learn and navigate tax software
- Basic understanding of tax documents and administrative processes (training provided)
- Time management skills and ability to prioritize in a deadline-driven environment
Responsibilities
- Collect, organize, and manage client tax documents and confidential financial information with accuracy and discretion.
- Communicate with clients via phone and email to request missing items, gather details, and respond to basic tax-related administrative questions.
- Support the tax team by coordinating workflow, tracking deliverables, and helping ensure deadlines are met.
- Create and maintain organized digital client folders to ensure efficient document management and easy retrieval.
- Follow up with clients and internal team members to resolve outstanding items and keep engagements moving forward.
- Assist in the closing process by assembling tax returns, obtaining required signatures, reviewing final deliverables with clients, and completing related bookkeeping procedures.
- Perform general administrative support tasks including correspondence, mail processing, typing documents, and conducting information research as needed.
- Assemble and finalize client deliverables such as tax returns, tax organizers, and financial statements with strong attention to detail.
- Maintain accurate client records in CCH Axcess, including data entry, updates, and document tracking.
- Prepare, organize, and send tax returns, extensions, and notice responses via certified mail, including creating labels and tracking mail through USP.
- Scan, file, redact, and convert documents into secure electronic formats while maintaining confidentiality and compliance standards.
- Assist annually with preparation of tax organizers and conduct periodic file audits to ensure consistency and organization.
- Support office operations by managing conference room scheduling, office calendars, and staff availability.
- Help maintain a professional office environment by monitoring supply inventory and keeping shared areas (kitchen/common spaces) organized and stocked.
- Serve as a point of contact for internal communication and general office updates within office
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
