CPA-Driven Accounting Admin Specialist

NCACPA; New Bern (NC); On-site; USD 35,000 - 52,000; Full time

Job summary

NCACPA in New Bern, NC seeks an Administrative Accounting Assistant who combines administrative support with bookkeeping tasks. You will assist CPAs, handle data entry, and maintain client records with discretion.

The role requires prior accounting or bookkeeping experience, strong Excel skills, and professional client communications. You will manage calendars, prepare reports, and support billing and tax-related duties during peak seasons.

Qualifications

• Previous accounting, bookkeeping, or similar financial experience required

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

Organizational skills

Attention to detail

Communication

Time management

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Outlook

Job description

NCACPA in New Bern, NC seeks an Administrative Accounting Assistant who combines administrative support with bookkeeping tasks. You will assist CPAs, handle data entry, and maintain client records with discretion.

The role requires prior accounting or bookkeeping experience, strong Excel skills, and professional client communications. You will manage calendars, prepare reports, and support billing and tax-related duties during peak seasons.