Administrative Assistant

Redmond CPA PLLC; North Carolina; On-site; USD 38,000 - 52,000; Full time

Job summary

Redmond CPA PLLC in North Carolina is seeking an in-office Administrative Assistant to support daily operations, client intake, and tax return preparation tasks. You will coordinate communications, maintain client records, and assist the Partner in Charge to ensure smooth office functioning.

The role emphasizes strong organizational skills, English communication, and professional interaction with clients and staff to keep processes efficient.

Qualifications

• Bachelor’s degree required.
• Proficiency with computer, spreadsheet software, and calculator.
• Ability to communicate clearly and concisely in English.
• Position is in-office working with many clients and staff to keep the office organized and efficient.

Responsibilities

• Becomes familiar with the firm’s policies and procedures.
• Effectively communicates with client with a minimum of disruption to client
• Phone and email communication with exceptional customer service
• Assisting Partner in Charge
• Maintaining accurate client records
• Assembling Tax Returns
• Invoicing and Accounts Receivables
• Office supplies, Christmas Cards and Mailbox
• Receiving and Organizing Client Documents
• Marketing/Social Media

Skills

Computer proficiency

Spreadsheet knowledge

English communication

Organizational skills

Education

Bachelor’s degree

Tools

Calculator

Job description

Job Description

Is given a wide variety of administrative work and marketing functions. Performance is judged based on the quality of work, application of administrative knowledge, and ability to meet time constraints.

Essential Functions

• Becomes familiar with the firm’s policies and procedures.
• Effectively communicates with client with a minimum of disruption to client
• Phone and email communication with exceptional customer service
• Assisting Partner in Charge
• Maintaining accurate client records
• Assembling Tax Returns
• Invoicing and Accounts Receivables
• Office supplies, Christmas Cards and Mailbox
• Receiving and Organizing Client Documents
• Marketing/Social Media

Education, Experience, and Skills Required

• Bachelor’s degree
• Proficiency with computer, spreadsheet software program, and calculator.
• Ability to communicate clearly and concisely in English.
• Position is in-office working with many clients and staff to keep the office organized and efficient.

Company Description

CPA Firm specializing in Small Business tax planning and tax compliance. We love to tackle tax headaches, minimize taxes so our clients never pay too much.