Seasonal Tax Admin & Operations Assistant (Part-Time)

Elevate; Raleigh (NC); On-site; USD 17,000 - 24,000; Part time

Job summary

Elevate is seeking a seasonal Administrative & Operational Assistant in Raleigh, NC to support its tax preparation team during busy tax season. This in-office role involves organizing client tax data, scanning documents, and coordinating document flow between firm locations.

You will work part-time, 20–25 hours per week, with proficiency in Excel and Aiwyn software. The position emphasizes attention to detail and the ability to handle confidential information in a fast-paced environment.

Qualifications

• Proficiency in Excel.
• Ability to handle sensitive information securely.
• Experience with Aiwyn software is required.

Responsibilities

• Organize, transfer, and manage client tax data using internal systems.
• Scan, index, and maintain digital and physical tax documents for preparers.
• Coordinate document pickup and drop-off between firm locations.
• Monitor the client portal and notify preparers of incoming or missing information.
• Track tax return status and deadlines using internal tracking tools or spreadsheets.
• Provide general administrative support, including responding to basic inquiries and preparing authorization forms.

Skills

Attention to detail

Organizational skills

Independent work

Fast-paced environment

Tools

Excel

Aiwyn

Job description

Elevate is seeking a seasonal Administrative & Operational Assistant in Raleigh, NC to support its tax preparation team during busy tax season. This in-office role involves organizing client tax data, scanning documents, and coordinating document flow between firm locations.

You will work part-time, 20–25 hours per week, with proficiency in Excel and Aiwyn software. The position emphasizes attention to detail and the ability to handle confidential information in a fast-paced environment.