Administrative Assistant

About the Role

We are seeking a highly organized, proactive, and client-focused Administrative Assistant to join our CPA firm. This role is essential to ensuring smooth operations during tax season and throughout the year. The ideal candidate is professional, detail-oriented, personable, and comfortable managing multiple priorities in a fast-paced environment.

• Serve as the primary point of contact for clients via phone, email, and in-person communication.
• Intake and organize client tax documents through secure portals, email, and physical drop-offs.
• Guide clients through document submission, deadlines, and general process questions.
• Maintain excellent customer service and uphold confidentiality standards at all times.

• Manage staff calendars, scheduling client appointments, meetings, and internal events.
• Coordinate availability among CPAs and staff to optimize workflow during peak seasons.
• Track important deadlines and ensure reminders are sent in a timely manner.

• Manage phones, voicemail, and reception duties.
• Monitor and respond to general firm inboxes; route inquiries appropriately.
• Organize and maintain digital and physical filing systems following firm protocols.
• Assist with the preparation and assembly of tax returns, engagement letters, and client packets.
• Support internal workflow by tracking job statuses, updating systems, and monitoring client progress.

• Upload, index, and maintain accurate records within the firm’s document management software.
• Ensure all client information is complete, properly categorized, and stored securely.
• Assist with electronic signature requests and confirmation tracking.

• Prepare correspondence, forms, and internal reports as needed.
• Assist with billing inquiries, payment processing, and client follow-up.
• Provide support on special projects and seasonal tasks as assigned.

• Previous experience in an administrative, office support, or customer service role (experience in a CPA or professional services firm preferred).
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Comfortable handling sensitive and confidential information.
• Proficient with Microsoft Office, cloud-based tools, and general office technology.
• Experience with practice management or document management systems is a plus.
• Ability to remain calm and professional during high-volume periods (especially tax season).

• Friendly, approachable, and client-service focused.
• Reliable, punctual, and committed to accuracy.
• Adaptable and able to multitask effectively.
• Works with a sense of urgency while maintaining strong attention to detail.

A growing CPA firm in Locust, NC with a small-company atmosphere, exceptional benefits and friendly management.

Entry level

Full-time

Administrative

Accounting