Manages front desk operations, greets clients, answers calls, schedules appointments, maintains records, processes data and tax documents, orders supplies, coordinates office events, and supports tax professionals. Requires strong organization, communication, confidentiality, time management, and proficiency with Microsoft Office and office systems.
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Aprio is seeking an Office Administrator to serve as the welcoming face and operational hub of the local office. In this role, you will play a critical part in ensuring the smooth execution of day-to-day operations by managing front desk activities, supporting tax professionals, and delivering an exceptional experience to both clients and internal team members. You will bring strong organizational skills, sound judgment, and a client-first mindset to a fast-paced, detail-driven environment.
What You'll Gain / Impact
- Opportunity to be an integral part of a high-performing local office team
- Exposure to a professional services environment where your contributions directly shape the client experience
- Ability to build administrative and organizational capabilities in a structured, supportive setting
- A collaborative, people-first culture where your work is visible and valued every day
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
- 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
- Support office event planning and coordination, including scheduling, catering, and supply ordering in alignment with firmwide guidelines
- Collaborate with tax professionals and support staff to communicate client appointments and facilitate efficient office operations
Candidate Qualifications
- High school diploma or equivalent; additional education or certification in office administration is a plus\Previous experience in a receptionist or administrative role preferred
- 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 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
Leadership Skills
- Demonstrates initiative and accountability in managing daily responsibilities with minimal direction
- Maintains composure, professionalism, and a solutions-oriented approach in a fast-paced, client-facing environment
- Brings a collaborative, team-first mindset that supports the effectiveness of those around you
- Builds positive, trustworthy relationships with clients, visitors, and internal team members
- Follows through on commitments and proactively communicates status on open items
- Adapts quickly to shifting priorities while maintaining consistency and quality of work
Technical Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Experience with calendar and scheduling management tools
- Familiarity with electronic document management and filing systems
- Basic data entry skills with accuracy and attention to detail
- Ability to learn and navigate firm-specific platforms and software
- Familiarity with tax software (e.g., CCH, Thomson Reuters) is a plus
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Aprio Matthews, North Carolina, USA Office
212 W Matthews St. Suite 102, Matthews, United States, 28105
Aprio Mooresville, North Carolina, USA Office
532 Williamson Rd., Mooresville, United States, 28117
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