Accounting Admin & Client Services Specialist

Mitchell PA; New Bern (NC); On-site; USD 40,000 - 56,000; Full time

Job summary

NCACPA is seeking a dependable Administrative Accounting Assistant to join our professional firm. This role blends administrative duties with accounting support, ideal for someone with accounting or bookkeeping background who thrives in a client-focused environment.

Responsibilities include data entry, reconciliations, client record maintenance, tax document processing, billing support, and front-office duties.

Qualifications

• Previous accounting, bookkeeping, or similar financial experience required
• Experience in CPA/tax office is preferred
• Proficiency with MS Excel, Word, Outlook
• Strong organizational and attention to detail
• Ability to work in a fast-paced environment

Responsibilities

• Provide administrative and accounting support to CPAs and staff
• Assist with bookkeeping, data entry, account reconciliations, and other accounting-related tasks
• Organize and maintain client financial records and documentation
• Assist with preparation and processing of tax-related and accounting documents
• Communicate professionally with clients by phone and email
• Request and follow up on documents and information needed from clients
• Schedule appointments and maintain calendars
• Prepare correspondence, reports, spreadsheets, and other documents
• Scan, organize, file, and securely maintain confidential client records
• Assist with billing, accounts receivable, and payment processing as needed
• Provide front-office support, including answering phones and greeting clients
• Support the firm during tax season and other high-volume periods
• Perform additional administrative and accounting duties as assigned

Skills

Attention to detail

Strong written and verbal comms

Ability to prioritize tasks

Dependable, self-motivated

Tools

Microsoft Excel

Microsoft Word

Outlook

QuickBooks

Job description

NCACPA is seeking a dependable Administrative Accounting Assistant to join our professional firm. This role blends administrative duties with accounting support, ideal for someone with accounting or bookkeeping background who thrives in a client-focused environment.

Responsibilities include data entry, reconciliations, client record maintenance, tax document processing, billing support, and front-office duties.