Overview
This role supports a holistic wealth management team by providing tax planning and preparation services for high-net-worth and ultra-high-net-worth clients. The Tax Support Specialist will assist the tax practitioner team in delivering an exceptional client experience through administrative support, workflow management, and client communication.
Responsibilities
- Manage client tax documents and assist staff with workflow related to tax returns
- Assemble and electronically file individual, small business, gift, and trust income tax returns
- Use reports to monitor workflow and data integrity
- Provide suggestions for process improvements
- Collaborate closely with the tax practitioner team and Tax Operations Manager to ensure timely communication with internal teams and clients
- Communicate professionally and promptly with clients
- Handle client invoicing for tax services
- Ship, scan, and assemble tax returns and related client documents
- Assist with projects during off-peak tax season to optimize team performance and client experience
- Perform other general administrative duties as needed
Requirements
- High school diploma required; bachelor’s degree preferred
- Minimum 1 year of experience in an administrative or assistant role
- Experience or willingness to work with dynamic professionals
- Strong work ethic with a self-starter attitude
- Ability to perform under pressure, meet deadlines, prioritize, and manage multiple tasks
- Excellent verbal and written communication skills
- Strong organizational skills
- Proficiency in MS Word, Excel, PowerPoint, and Outlook
- Excellent customer service skills
- Ability to maintain confidentiality
- Positive, can-do attitude and team-oriented mindset
- Ability to prioritize and multitask in a busy environment
- Eagerness to become an expert in the role
Work Schedule and Conditions
- Standard business hours Monday through Friday, 8 AM to 5 PM
- Saturdays as needed during tax season
- Occasional early or late hours to meet deadlines
- Work may be performed in a professional office environment or a dedicated home office
- Basic technology provided
- Routine sitting and standing; no heavy lifting over 10 lbs
Compensation & Benefits
- Company-paid basic life and AD&D insurance
- Company-paid short-term and long-term disability insurance
- Supplemental life, AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance
- Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans
- Health Savings Account with company contributions for eligible plans
- Dental and vision insurance plans
- Dependent care savings account
- 14 company-paid holidays including a full week off at Thanksgiving
- Generous paid time off for vacation and sick days
- Employee assistance program
- Family medical leave and paid parental leave (8 weeks)
- Maternity benefits combining company-paid short-term disability and parental leave
- Adoption assistance reimbursement
- Company-paid concierge services for caregiving and life challenges
- 401(k) retirement plan with traditional, Roth, and after-tax options including per pay period match
- Pet insurance
- Personalized financial planning and guidance at preferred employee pricing
Application Information
- Initial application deadline: May 8, 2026
- Applications received after this date may be considered on a rolling basis until the position is filled
- Early application is encouraged
Equal Opportunity
The employer is an equal opportunity employer and complies with all applicable federal, state, and local laws regarding nondiscrimination and employment eligibility verification.
If accommodation is needed during the application or hiring process, please request accordingly.
Location
This position may be remote or office-based within the United States, with flexibility to build teams around exceptional talent wherever located.