Administrative Assistant (Wake Forest, NC)

BA Global Talent is seeking an Administrative Assistant – Tax Office in North Carolina to join a small CPA firm specializing in tax strategy, compliance, and advisory services for small and medium-sized businesses and high-net-worth individuals nationwide.

This role supports the tax team’s day-to-day operations while helping provide clients with responsive, organized, and professional service. The Administrative Assistant will assist with client communication, document management, tax-related administrative processes, and general office operations.

The ideal candidate is organized, detail-oriented, comfortable with technology, and able to manage multiple priorities, particularly during the fast-paced tax season.

Responsibilities:

• Answer incoming calls, monitor office emails, and assist clients and visitors professionally.

• Electronically file tax returns and support related administrative processes.

• Maintain accurate client profiles, records, and documentation within the CRM and shared drives.

• Scan, print, mail, and organize tax and client documents as needed.

• Distribute tax organizers and other client communications.

• Prepare Powers of Attorney and other administrative forms for CPA review and signature.

• Follow up with clients regarding missing documents, outstanding balances, pending e-signatures, and Form 8879.

• Provide general administrative and operational support to the tax team.

• Support the team during peak tax seasons, including occasional extended hours when needed.

Qualifications:

• Previous administrative, office support, receptionist, or client service experience within a CPA firm, accounting practice, tax office, financial services firm, or similar professional services environment.

• Familiarity with tax return preparation workflows and electronic filing processes.

• Experience maintaining client information and records in a CRM or similar platform.

• Proficiency with Microsoft Office, Google Workspace, and general computer applications.

• Strong organizational skills with the ability to manage multiple priorities and deadlines.

• Close attention to detail and accuracy when maintaining records, entering information, and preparing documents.

• Ability to handle confidential client and financial information professionally and discreetly.

• Comfortable learning new software and working with digital document management systems.

• Excellent written and verbal communication skills.

Nice-to-Have:

• Familiarity with tax organizers, Form 8879, Powers of Attorney, and other common tax-related documents.

• Experience with electronic signature platforms and client document portals.

Location: Wake Forest, North Carolina.

Work Arrangement: This is an hourly position, with an expected schedule of 30–40 hours per week.

Only resumes submitted in English will be considered.

All qualified applicants will receive consideration for job opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies. We specialize in remote recruitment, HR operations, and workforce solutions, with a strong focus on transparency, support, and long-term success. At BA, you're never just a placement, you're part of a team that values growth, autonomy, and impact.