Tax Administrative Specialist

Tax Administrative Specialist

Ellenbecker Investment Group (EIG) | Pewaukee, WI | Full-Time

The Administrative Specialist plays an integral part of our EIG team. This position provides primary support to our tax team and delivers an exceptional client experience. This position works directly with the tax team during tax season and will be responsible for managing the tax portal system, communicating with clients regarding the status of their returns, coordinating electronic and in-person signature collection, assisting with billing processes, and scanning and organizing tax documents. Outside of tax season, the position will provide administrative support while partnering with other departments across EIG teams. Additional responsibilities include supporting front desk operations, answering the main office phone line, preparing client materials and binders, coordinating client gifting initiatives, and assisting with various administrative projects as needed.

The ideal candidate is highly organized, detail oriented, has strong communication skills, and enjoys helping clients while keeping processes running smoothly.

This is a full-time, in-office position with a Monday through Friday schedule. We offer flexibility within the workday while maintaining regular office hours.

If you enjoy supporting a collaborative team, managing multiple priorities in a fast-paced environment and creating a seamless experience for clients, this may be the role for you.