Support Services Associate
About The Position
The Support Services Associate (specialty: Tax assistant) provides administrative and client service support to the tax team to help ensure a smooth and efficient tax preparation process. The role organizes and manages client documents, maintains accurate records in CCH Axcess, coordinates follow-ups, and assists with assembling and delivering 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. Responsibilities also include administrative support and office operations, such as correspondence, mail processing, document preparation and research, conference room and calendar coordination, and helping maintain office supplies and shared spaces. The position handles confidential financial information and requires maintaining confidentiality and compliance standards.
Requirements
- Strong organizational skills and 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, including Outlook, Word, and Excel, and document management systems.
- Ability to learn and navigate tax software.
- Basic understanding of tax documents and administrative processes; training is 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 accurately and discreetly.
- Communicate with clients by phone and email to request missing items, gather details, and respond to basic tax-related administrative questions.
- Coordinate tax team workflow, track deliverables, and help ensure deadlines are met.
- Create and maintain organized digital client folders for efficient document management and retrieval.
- Follow up with clients and internal team members to resolve outstanding items and keep engagements moving forward.
- Assist with closing processes by assembling tax returns, obtaining required signatures, reviewing final deliverables with clients, and completing related bookkeeping procedures.
- Perform general administrative tasks, including correspondence, mail processing, typing documents, and information research as needed.
- Assemble and finalize client deliverables, including tax returns, tax organizers, and financial statements.
- Maintain accurate client records in CCH Axcess, including data entry, updates, and document tracking.
- Prepare, organize, and send tax returns, extensions, and notice responses by certified mail; create labels and track mail through USP.
- Scan, file, redact, and convert documents into secure electronic formats while maintaining confidentiality and compliance standards.
- Assist annually with preparing tax organizers and conduct periodic file audits for consistency and organization.
- Manage conference room scheduling, office calendars, and staff availability.
- Monitor supply inventory and help keep shared office areas, including kitchen and common spaces, organized and stocked.
- Serve as a point of contact for internal communication and general office updates.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
