Office Administrator for CPA Firm

About the role

We are a well‑established CPA firm in Charlotte seeking a proactive Office Administrator to keep our busy office running smoothly. The ideal candidate will take initiative, work independently, and support both staff and clients with excellent communication and organizational skills.

Key responsibilities

• Manage office administration, correspondence, filing systems and supervise staff training.
• Inform clients of project status, present deliverables, and collect payments.
• Provide administrative support such as meeting notes, report preparation, and calendar management.
• Handle incoming/outgoing calls, process mail, and maintain internal logs.
• Scan, organize client documents and implement procedural improvements.

Required profile

• Previous experience in administrative and customer‑service roles.
• Strong written, verbal and interpersonal communication abilities.
• Professional demeanor with the ability to maintain confidentiality of sensitive information.
• Self‑motivated, detail‑oriented and able to work with minimal supervision.

Required skills

• Proficiency with Microsoft Office suite.
• Willingness to learn and use industry‑specific CRM software.

What we offer

• Medical, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off and flexible work schedule.