Support Services Associate

Description

We kindly ask that recruiters, agencies, and third parties do not contact us regarding this role. We are only considering applications submitted directly by candidates.

Salary Range: $24.00 - $29.00 per hour

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.

• 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.

• 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