Administrative Assistant

Tax Office Administrative Assistant

Location: Cornelius, NC | On-Site

Salary: $42,000–$55,000 Annually + Bonus Potential

Position Overview

Lingo Professional is recruiting an experienced Administrative Assistant for a growing, locally owned CPA firm in Cornelius, NC.

This opportunity is ideal for a polished, organized professional who enjoys working with clients, managing multiple priorities, and contributing to a small, collaborative office environment.

The Administrative Assistant will serve as a primary point of contact for clients while providing administrative support to the firm's accounting and tax professionals. The ideal candidate will bring excellent communication skills, strong computer proficiency, attention to detail, and a genuine commitment to providing exceptional customer service.

Previous experience in a CPA firm is a plus, but not required. We welcome candidates with administrative experience in other professional office environments.

Key Responsibilities

• Serve as the first point of contact for clients and visitors, providing a welcoming and professional experience.
• Answer and manage a multi-line phone system, directing calls, taking accurate messages, and responding to client inquiries.
• Coordinate client appointments and maintain schedules for accounting and tax professionals.
• Perform general administrative duties, including typing, filing, scanning, data entry, and document preparation.
• Maintain accurate electronic and paper filing systems, ensuring client information is organized and readily accessible.
• Assist with organizing, processing, and distributing tax-related documents and confidential correspondence.
• Manage incoming and outgoing mail, including communication through secure client portals.
• Provide exceptional customer service while maintaining a calm, professional demeanor during busy periods.
• Support daily office operations and work closely with the accounting team to meet deadlines.
• Monitor office supplies and assist with maintaining an organized, efficient office.
• Assist with special projects and other administrative responsibilities as needed.

Qualifications

• Previous administrative experience in a professional office environment.
• Minimum typing speed of 45 WPM with a high degree of accuracy.
• Strong computer skills, including proficiency in Microsoft Word, Excel, Outlook, and general office software.
• Experience handling multiple incoming phone lines while maintaining excellent customer service.
• Excellent verbal and written communication skills with a professional, courteous demeanor.
• Strong organizational skills and attention to detail, particularly when filing, scanning, and managing confidential documents.
• Ability to multitask, prioritize responsibilities, and remain calm and composed in a fast-paced office environment.
• Strong customer service skills with the ability to interact professionally with clients, coworkers, and visitors.
• Demonstrated ability to handle confidential information with discretion and integrity.
• Dependable, adaptable, and comfortable working independently as well as part of a small team.
• Experience in a CPA firm, accounting office, law firm, financial services, or similar professional environment is preferred but not required.

Work Environment & Schedule

This is an on-site position in Cornelius, NC, convenient to Huntersville, Davidson, Mooresville, and the greater Charlotte area.

Tax Season (February–April and applicable extension periods):

• Extended hours are expected, approximately 55–60 hours per week.
• Team-oriented environment with a strong focus on meeting deadlines.

Outside Tax Season:

• Greater scheduling flexibility based on workload.
• Reduced hours and opportunities for early Fridays or Fridays off.
• Additional flexibility provided in recognition of peak-season demands.

Compensation & Benefits

• Annual salary of $42,000–$55,000, depending on experience.
• Performance-based bonus opportunities.
• Retirement plan with a 3% company match.
• Potential healthcare stipend.
• Flexible scheduling outside of tax season.
• Supportive, close-knit professional office environment.

Why Consider This Opportunity?

This is an opportunity to become a valued member of a small, established accounting firm where your contributions make a difference. You'll enjoy a professional, collaborative environment, direct interaction with clients, and scheduling flexibility outside of the busy tax season.