Tax Support Specialist

EisnerAmperMinneapolis, MN
Hybrid

About The Position

EisnerAmper is seeking a Tax Support Specialist to join their Minneapolis Private Client Services team. This role will provide high-level administrative, operational, and client service support to the Tax Lead for the Minneapolis office. The position is hybrid and will require working in the office at least three days per week. This experienced professional will play a key role in supporting the client service process, helping manage day-to-day workflow, communications, scheduling, and administrative priorities. The role requires a high level of professionalism, confidentiality, sound judgment, attention to detail, technical proficiency, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Requirements

  • Minimum of 3 years of professional administrative, client service, or operational support experience in a public accounting firm, or a comparable professional services environment of similar size and complexity.
  • Excellent written and verbal communication skills, with the ability to interact professionally with clients, internal teams, and firm leadership.
  • Proficiency with Microsoft Outlook, Word, Excel, and other business technology tools.
  • Demonstrated ability to maintain confidentiality, exercise sound judgment, and handle sensitive client and firm information with discretion.

Nice To Haves

  • 5+ years of professional administrative, client service, or operational support experience preferred, ideally within a public accounting firm or similar professional services environment.
  • Familiarity with tax engagement workflows, client deadlines, engagement letters, billing, accounts receivable, and tax return delivery processes.
  • Experience supporting partners, executives, or other client-facing leaders.
  • Experience serving as a point of contact for clients, client support teams, and internal stakeholders.
  • Bachelor’s degree preferred.
  • Advanced proficiency in Microsoft Office Suite.
  • Strong interpersonal skills, professionalism, discretion, and client service mindset.
  • Ability to anticipate needs, take initiative, and work independently in a deadline-driven environment.

Responsibilities

  • Provide dedicated administrative, operational, and client service support to the Tax Lead for the Minneapolis office.
  • Serve as a key point of contact for clients, client support teams, internal team members, and other stakeholders on behalf of the partner.
  • Manage the partner’s calendar, including coordinating meetings with clients, internal staff, and firm leadership.
  • Support new client onboarding activities to help ensure a smooth and professional client experience.
  • Manage and track engagement letters and related workflow activity, including follow-up with the partner, clients, and internal teams as needed.
  • Coordinate tax return delivery processes, including final delivery, tracking signed Forms 8879, and monitoring outstanding client items.
  • Assist with invoicing and accounts receivable follow-up, escalating items to the partner when appropriate.
  • Track client project deadlines, tax return deliverables, and key follow-up items to help ensure work moves forward efficiently.
  • Communicate professionally and proactively with clients and internal teams regarding deadlines, documentation, deliverables, and next steps.
  • Build strong working relationships with the client service team, local office colleagues, and other Support Specialists across the firm.
  • Identify opportunities to improve efficiency, workflow, communication, and use of internal systems.
  • Assist with ad hoc reports, office initiatives, events, and special projects as needed.
  • Maintain confidentiality and exercise sound professional judgment when handling client, partner, and firm information.

Benefits

  • Flexibility to manage your days in support of our commitment to work/life balance
  • Multiple top “Places to Work” awards
  • Culture that believes great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • Culture that understands that embracing our differences is what unites us as a team and strengthens our foundation
  • Culture that believes showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
  • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
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