Support, Tax and Accounting Services

About Our Team:

Fiske, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

About the Role:  

As the Support for Tax and Accounting Services you will be a key liaison supporting the Tax team. Your day-to-day responsibilities will involve tracking, setting up and organizing tasks related to client calls, engagements, tax filings and support services.  You’ll collaborate closely with the team of experienced professionals, contributing to organizational efficiency while maintaining a high level of client service.

What You’ll Do: 

• Serve as a liaison for the Tax Team, managing client communications via phone and email regarding engagements and inquiries.
• Maintain and organize front-end operations, including document tracking, digital filing, and folder setup.
• Set up and manage client records in UltraTax and project management systems.
• Assist during tax season with engagement letters, extension filings, and tax return submissions.
• Generate and process client invoices accurately and timely.
• Support general administrative functions including special projects, answering phones, greeting clients, and managing office supplies and inventory.
• Assist with engaging prospective clients by collecting information and providing an overview of the firm’s tax and accounting services.
• Help coordinate firm events, office lunches, ad hoc projects, and initiatives.
• Handle certified mail processes including sending and collecting.
• Support time entry and billing processes for the Tax Team.

About You: 

• High School diploma required. Associate or bachelor’s degree in accounting, business, finance or related field, preferred.

• 3+ years of professional services industry experience with a minimum of 1 year of customer service experience required.
• Provide exceptional customer service with a high degree of patience and professionalism.

• Collaborative mindset. You thrive in a team environment and embrace continuous learning. 

• Adept at working at a fast pace while maintaining precision and meeting deadlines.  

• Effective communicator with strong verbal and writing skills, including advising and communicating solutions and issues to clients. 
• Proficient in using software like Microsoft Office Suite (including Teams and Excel) and Adobe Acrobat Pro. Familiarity with SafeSend, UltaTax, SurePrep, CCH Practice Management (or similar Practice Management tool) and CRMs, a plus.

Why Join Us:

We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:

• Flexible Work Environment: Hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

Fiske, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.