Key Responsibilities

● Serve as a liaison between clients and partners, especially for portal-related questions and document uploads
● Assist clients with signing forms, making payments, and navigating portals to gather deliverables
● Respond to client requests for copies, banker communications, and general inquiries
● Draft professional client correspondence with exceptional attention to detail
● Track and manage signed approval forms, extensions, and paper returns
● Electronically file returns and extensions; follow up on rejections and corrections
● Assemble paper returns and forms for delivery
● Monitor projects to ensure timely filings
● Delivering final client copies with clear instructions, dates, and verbiage
● Attend weekly tax staff meetings during busy season
● Provide backup support as Executive Assistant to partners when needed
● Support Client Success Team with filing and deliverables
● Assist staff with tax processing questions and procedures
● Support the client portal: create folders and organize files for accountants
● Provide backup support for workflow software
● Support client onboarding
● Assist with organizer preparation at the beginning of the year
● Help roll forward tax returns and software setup at the end of the year

Qualifications

● Bachelor’s degree: backgrounds in Business, Communications, or related fields are a plus.
● 2–3+ years of experience in a professional office environment, preferably in client service, administrative support, or operations.
● Strong organizational skills and attention to detail
● Excellent written and verbal communication
● Comfortable working directly with clients and internal teams
● Reliable, accountable, and team-oriented
● Willingness to learn and grow in a collaborative environment
● Ability to quickly learn new software and systems; tech proficiency is a plus
● Experience in professional services, customer service, or administrative support is preferred but not required
● Familiarity with Microsoft 365 (Word, Excel, Outlook)
● Exposure to platforms like SafeSend, Workstream, ShareFile, or CCH Axcess is a plus—but not required (training provided)