Tax Admin & Front Desk Coordinator

Cerity Partners; Raleigh (NC); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Job summary

Cerity Partners is seeking a Receptionist/Tax Administrative Associate to be the first point of contact and keep tax documents and client records moving on time. The role supports the tax team with administration, onboarding, invoicing, and CRM setup while handling front desk duties with professionalism.

The position requires 2+ years in an administrative role, strong MS Office skills, and superb organizational abilities in a fast-paced office environment.

Qualifications

• 2+ years of experience in administrative, executive assistant, or personal assistant roles
• High school diploma required
• Proficiency with Microsoft Office Suite and calendar management tools
• Excellent written and verbal communication skills
• Strong organizational skills and ability to manage multiple deadlines independently
• Confidential handling of sensitive information
• Comfortable in a fast-paced office environment
• Independent decision-making capability

Responsibilities

• Front Desk & Client Experience: answer/transfer calls; greet clients; develop rapport via phone, email, and in person
• Mail & Document Processing: handle mail; scan/file tax documents; route notices
• Tax Administrative Support: track e-file authorizations; monitor return statuses; assist onboarding/billing
• Office & Team Support: coordinate workflow; schedule meetings; arrange team events; manage office supplies

Skills

MS Office Suite

Calendar management

Written communication

Verbal communication

Organization

Discretion/confidentiality

Multi-tasking

Education

High school diploma

Associate or bachelor’s degree preferred

Job description

Cerity Partners is seeking a Receptionist/Tax Administrative Associate to be the first point of contact and keep tax documents and client records moving on time. The role supports the tax team with administration, onboarding, invoicing, and CRM setup while handling front desk duties with professionalism.

The position requires 2+ years in an administrative role, strong MS Office skills, and superb organizational abilities in a fast-paced office environment.