Support Services Associate

Support Services (Tax Assistant)

At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services. Our firm is guided by our core values - Integrity, Communication, Caring and Compassion, and Passion for Excellence - which are deeply embedded in everything that we do. These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our team members. Redwitz operates under a hybrid working model, offering flexibility and balance while maintaining a strong culture of teamwork and professional growth.

Salary Range: $24.00 - $29.00 per hour

Description

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.

Key Responsibilities

• 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.

Required Skills

• 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