About Us

At The Norris Group, we’re on a mission to help businesses and individuals thrive by providing expert tax, accounting, and business advisory services. As a rapidly growing firm, we combine cutting-edge technology and a client-focused approach to deliver practical solutions and build lasting relationships. 

Position Overview

As a Client Services Support Specialist (Seasonal), you will have a key supporting role within our administrative team, working under the supervision of our Client Services and Administrative Coordinator. Your focus will be on assisting with daily administrative and client service tasks to ensure smooth operations during the busy tax season. This entry-level position is perfect for someone eager to learn about tax office administration and develop their skills within the firm. 

This is a hybrid, temp-to-perm role. Following a successful 30-day probationary period of in-office work, you will become eligible to work remotely one day per week. Please note that tax season is our busiest time of year, and extended hours may be required occasionally to meet the needs of both clients and the firm. 

As stated above, this is a temp-to-perm role with the potential to become a permanent, full-time position for the right candidate.

Key Responsibilities

Administrative & Client Support:

·         Support the Client Services and Administrative Coordinator, along with the broader team (tax and accounting staff), with routine administrative tasks.

·         File client and tax documents in our practice management software according to established procedures.

·         Draft response letters to clients on behalf of tax preparers regarding basic tax matters.

Inbox & Communication Management:

·         Monitor and assist in managing the general information email inbox; respond to client inquiries and route correspondence accordingly.

·         Support billing processes by communicating with clients about payments and assisting with payment setup as required.

Technology & Process:

·         Bring advanced working knowledge of office tools, including Outlook, Teams, Microsoft Applications, virtual phone systems, etc.  

·         Learn to operate our tax preparation, communication, and e-filing software from an administrative perspective. 

·         Utilize spreadsheets and digital tools to track and organize information efficiently.

General Support:

·         Assist with general administrative and light-HR related tasks as needed, including but not limited to coordinating team meetings, managing calendars, and supporting employee engagement activities. 

·         Conduct basic research to support the team and client needs.

·         Answer phones and provide courteous basic information or direct calls as needed.

·         Escalate complex issues to the coordinator or other team members.

Qualifications

Required:

·         Demonstrated proficiency with Microsoft Outlook and other office suite applications, and general office technology. 

·         Strong organizational, time management, and communication skills.

·         Ability to learn tax office procedures and terminology from an administrative perspective.

·         Willing to take direction and collaborate effectively as part of a team in a junior, support-focused role.

·         Strong research and problem-solving skills.

Preferred:

·         Previous experience in an administrative or office support role, preferably in a professional or financial environment.

·         A college degree (associate or bachelor’s) is preferred; equivalent relevant experience may be accepted.

Work Arrangement

·         Hybrid schedule: 4 days per week in office; 1 day remote after 30-day probationary period.