Administrative Assistant (Raleigh-Durham-Chapel Hill Area)

BA Global Talent; North Carolina; Híbrido; USD 25.000 - 34.000; Jornada completa

Descripción de la vacante

BA Global Talent seeks an Administrative Assistant in Wake Forest, NC to support a small CPA firm specializing in tax strategy, compliance, and advisory services for SME and high-net-worth clients nationwide.

The role handles client communications, document management, tax-related admin processes, and general office operations. The ideal candidate is organized, detail-oriented, tech-savvy, and able to manage multiple priorities, especially during tax season.

Formación

• Experience in administrative support within CPA or professional services.
• Familiarity with tax workflows and e-file processes.
• Experience maintaining client records in a CRM.
• Proficiency with MS Office, Google Workspace, and general computer apps.
• Strong organization and attention to detail.

Responsabilidades

• Answer calls, monitor emails, and assist clients professionally.
• Electronically file tax returns and support related administrative processes.
• Maintain accurate client profiles and documentation in CRM and shared drives.
• Scan, print, mail, and organize tax and client documents.
• Distribute tax organizers and client communications.
• Prepare Powers of Attorney and admin forms for CPA review.
• Follow up on missing documents, balances, e-signatures, and Form 8879.
• Provide general administrative and operational support to the tax team.
• Support the team during peak tax seasons, including occasional extended hours.

Conocimientos

Organizational skills

Communication skills

Multitasking

Discretion & confidentiality

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Google Workspace

CRM software

Descripción del empleo

BA Global Talent is seeking an Administrative Assistant in North Carolina to join a small CPA firm specializing in tax strategy, compliance, and advisory services for small and medium-sized businesses and high-net-worth individuals nationwide.

This role supports the tax team’s day-to-day operations while helping provide clients with responsive, organized, and professional service. The Administrative Assistant will assist with client communication, document management, tax-related administrative processes, and general office operations.

The ideal candidate is organized, detail-oriented, comfortable with technology, and able to manage multiple priorities, particularly during the fast-paced tax season.

Responsibilities

• Answer incoming calls, monitor office emails, and assist clients and visitors professionally.
• Electronically file tax returns and support related administrative processes.
• Maintain accurate client profiles, records, and documentation within the CRM and shared drives.
• Scan, print, mail, and organize tax and client documents as needed.
• Distribute tax organizers and other client communications.
• Prepare Powers of Attorney and other administrative forms for CPA review and signature.
• Follow up with clients regarding missing documents, outstanding balances, pending e-signatures, and Form 8879.
• Provide general administrative and operational support to the tax team.
• Support the team during peak tax seasons, including occasional extended hours when needed.

Qualifications

• Previous administrative, office support, receptionist, or client service experience within a CPA firm, accounting practice, tax office, financial services firm, or similar professional services environment.
• Familiarity with tax return preparation workflows and electronic filing processes.
• Experience maintaining client information and records in a CRM or similar platform.
• Proficiency with Microsoft Office, Google Workspace, and general computer applications.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Close attention to detail and accuracy when maintaining records, entering information, and preparing documents.
• Ability to handle confidential client and financial information professionally and discreetly.
• Comfortable learning new software and working with digital document management systems.
• Excellent written and verbal communication skills.

Nice-to-Have

• Familiarity with tax organizers, Form 8879, Powers of Attorney, and other common tax-related documents.
• Experience with electronic signature platforms and client document portals.

Location

Wake Forest, North Carolina, within commuting distance of major nearby cities, including Raleigh, Durham, Cary, and Chapel Hill.

Work Arrangement

This is an hourly position, with an expected schedule of 30–40 hours per week.

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.