Administrative Assistant/Client Service

Administrative Assistant/Client Service

Location: Cornelius, NC (On-Site)

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

To be considered for an interview, please make sure your application is full in line with the job specs as found below.

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