Executive Support Specialist, Tax

Tax Support Specialist

EisnerAmper is seeking a Tax Support Specialist to join our 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.

What Work You Will Be Responsible For:

• 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.

Basic Qualifications:

• 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.

Preferred/Desired Qualifications:

• 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.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About Our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For Minnesota candidates, the expected salary range for this position is between $55,000 and $80,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Should you need any accommodations to complete this application please email: View email address on click.appcast.io

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Preferred Location:

Minneapolis