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TYPE OF WORK
Part Time
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SALARY
$600/month
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HOURS PER WEEK
20
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DATE UPDATED
Feb 19, 2026
Financial Analysis, Taxes, & Investment Research
This position will start at 20 hours per week but can quickly become full time depending on performance.
About Ridgewood Investments
Ridgewood Investments is a premier investment advisory and tax strategy firm serving high-net-worth individuals, families, and business owners. Our mission is to help clients build, protect, and preserve wealth through tailored investment solutions and strategic financial planning. As our tax and wealth management practice grows, we are seeking a detail-oriented and highly organized Remote Assistant to strengthen our team and enhance the client experience.
Position Overview
We are hiring a Remote Assistant to support our tax and wealth advisory team. In this role, you will help manage client workflows, organize documents, maintain backend systems, and coordinate communication. This is not a tax preparation role. Instead, you will be a key partner in gathering, tracking, and managing critical information to support tax preparation and financial planning. You will also prepare internal summaries and reports using Excel or Google Sheets.
This is a fully remote position and is well-suited for someone with experience supporting professionals in tax, accounting, or financial services.
Key Responsibilities
Act as a client liaison for document collection and checklist guidance
Assist clients with document uploads and ensure timely submission
Track client progress, send reminders, and follow up as needed
Maintain secure and organized digital filing systems (Dropbox and Dropbox Sign)
Update client data in Redtail CRM and project management tools
Schedule calls and meetings between clients and advisors
Support new client onboarding (IDs, intake forms, prior returns)
Prepare internal summaries and reports (non-tax related)
Qualifications & Skills
Required:
2+ years in administrative or client support roles, ideally in tax or financial services
Excellent written and verbal communication skills
Strong organizational skills with ability to manage multiple client workflows
Proficiency in Excel or Google Sheets (sorting, filtering, formulas)
Experience with Google Workspace (Gmail, Docs, Drive, Calendar)
Familiarity with Dropbox and Dropbox Sign for secure document handling
Proficiency in Redtail CRM for client tracking
Professionalism and discretion when handling sensitive financial information
Preferred:
Experience with Orion portfolio management or reporting workflows
Experience with financial modeling for investments, loans, etc...
Familiarity with U.S. tax and investment documents such as K-1s, 1099s, or W-2s
Background supporting CPAs, CFPs, or investment advisors
Knowledge of e-signature workflows and compliance best practices
Position Details
Type: Remote Part Time (~20 hours a week to start with the potential to increase hours based upon contribution/quality).
Schedule: Flexible hours with some overlap during U.S. working hours. Must be able to meet deadlines and respond promptly during the workweek.
How to Apply
Please send your resume and a brief note explaining why this role fits your experience and working style. Include the word “Apple” in the subject line so we know you reviewed the full posting.
