Administrative Associate - Cross‑Service Client Support

Blackman & Sloop; Chapel Hill (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, Dental, and Vision Insurance

401(k) Matching

Performance Bonus

12 Paid Holidays

Off-season Flex Fridays

Closed Fridays in June

Professional Development

Job summary

Blackman & Sloop, located in Chapel Hill, NC, seeks an Administrative Associate to support Tax, Client Accounting & Advisory Services (CAAS), or Audit service lines. You will work with Partners, Managers, and staff to keep client engagements moving and deliverables organized.

This generalist role moves across service lines over time; initial placement aligns with firm needs and your strengths. Strong client relations and data handling are essential.

Qualifications

• 3–5 years of administrative experience in professional services (CPA firm, law firm, or similar preferred).
• Strong client-service instincts — warm, professional, responsive under pressure.
• Excellent written and verbal communication; comfortable as a primary client touchpoint by phone/email.
• Strong organizational skills and attention to detail; keep multiple engagements moving.
• Discretion and mature judgment handling confidential information.
• Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams).
• Ability to work independently in a fast-paced environment with shifting priorities.
• Willingness to adopt and use AI-enabled tools; adapt across service lines.

Responsibilities

• Serve as a primary administrative point of contact for clients — answer questions, coordinate deliverables, maintain professional relationships.
• Manage inbound client calls, emails, and requests for the service line team.
• Coordinate the flow of client deliverables — tax returns, financial statements, audit reports, advisory memos.
• Track engagement status and keep Partners/Managers informed of activity.
• Manage document intake, scanning, and logging for client engagements.
• Support production of client deliverables — assembly, formatting, quality checks, final packaging.
• Route engagement letters, service agreements, and related paperwork for signature.
• Maintain client files and records per firm standards and confidentiality.

Skills

Administrative experience

Client service

Microsoft 365

Tools

CCH Axcess

CCH Workflow

Job description

Blackman & Sloop, located in Chapel Hill, NC, seeks an Administrative Associate to support Tax, Client Accounting & Advisory Services (CAAS), or Audit service lines. You will work with Partners, Managers, and staff to keep client engagements moving and deliverables organized.

This generalist role moves across service lines over time; initial placement aligns with firm needs and your strengths. Strong client relations and data handling are essential.