Administrative Assistant/Client Service

Administrative Assistant/Client Service

Location: Cornelius, NC (On-Site)

Compensation: $42,000 – $55,000 + Bonus Potential

Overview

A growing, locally owned CPA firm in Cornelius, NC, is seeking an Administrative Assistant to join a small, collaborative team. This is a hands-on role focused primarily on client service and administrative support. You will manage front desk activities, support tax professionals, ensure an exceptional experience for clients and staff, and bring strong organizational skills, sound judgment, and a client-first mindset to a fast-paced, detail-driven environment.

This position is ideal for a professional who enjoys a close-knit environment, values flexibility outside tax season, and wants to play a meaningful role where their contributions have immediate impact.

Key Responsibilities

• Greet clients and visitors in a friendly and professional manner and maintain a welcoming, organized reception area
• Answer and direct incoming phone calls, taking messages and routing calls as necessary
• Schedule and manage client appointments and meetings for tax professionals
• Assist clients with inquiries and ensure confidentiality and discretion when handling sensitive information
• Sort and distribute mail, faxes, and other correspondence, including via secure portal
• Maintain and organize electronic and paper filing systems for client records and office documents
• Accurately enter client information into databases and assist in preparing and processing tax-related documents and forms
• Monitor and order office supplies to maintain appropriate inventory levels; report maintenance issues to appropriate personnel
• Collaborate with tax professionals and support staff to communicate client appointments and facilitate efficient office operations
• Scan and organize client documents
• Identify and implement procedural and policy changes to improve operational efficiency of the office
• Provide support on ad-hoc requests and related special projects, as required, and keep the management team properly informed

Team Structure

• Reports directly to the firm owner (CPA) with day-to-day supervision by the office manager
• Works alongside 1 junior accountant and 1 senior accountant, an office manager, and other part-time administrative staff and seasonal professional staff
• Small office environment (10 or fewer total employees)

Qualifications

• High school diploma or equivalent; additional education in office administration is a plus
• Proficiency in Microsoft Office Suite; familiarity with tax software is beneficial
• Excellent verbal and written communication and interpersonal skills
• Strong organizational skills with keen attention to detail
• Professional demeanor with a client-centric approach
• Demonstrated ability to handle confidential information with discretion and integrity
• Effective time management skills with the ability to prioritize tasks and meet deadlines

Work Environment & Schedule

On-site role in Cornelius, NC

• Commutable from: Charlotte, Huntersville, Mooresville, Davidson

Tax Season (Feb–April, extension periods):

• Extended hours expected (approx. 55-60 hours/week)
• “All hands on deck” team environment
• Comp time/flexibility provided

Off-Season:

• Flexible schedule based on workload
• Reduced hours common
• Early Fridays or Fridays off possible

Compensation & Benefits

• Base salary: $42,000 – $55,000 (depending on experience)
• Performance-based bonus opportunities
• Retirement plan with 3% company match (SIMPLE or Roth option)
• Flexible work schedule outside of peak season
• Potential healthcare stipend (individual marketplace support)

Why This Role

• Flexible work environment outside of tax season
• Immediate impact in a small, team-oriented firm