Tax Preparation Admin

Located in Chapel Hill, NC

Salary: $20-$23/hr.

Schedule: Monday–Friday, 8:30 AM–5:00 PM
Start Date: December 1st

Salary: $20-23/hr. 

About the Role

The ideal candidate will have CPA experience, and a CPA license is strongly preferred. This role supports the Office Manager and plays a key part in ensuring smooth tax preparation, client intake, and administrative operations.

Key Responsibilities

• Prepare individual and business tax returns accurately and efficiently.

• Manage tax intake process, including gathering client documentation and organizing files.

• Provide exceptional customer service by greeting clients in a positive, helpful, and professional manner.

• Assist the Office Manager with daily administrative tasks and office operations.

• Maintain accurate bookkeeping records and support reconciliation processes as needed.

• Ensure compliance with relevant tax regulations and internal procedures.

• Manage sensitive information with confidentiality and integrity.

Qualifications

• CPA experience required; active CPA license strongly preferred.

• Prior experience in tax preparation and bookkeeping.

• Strong attention to detail and ability to manage multiple deadlines.

• Familiarity with tax software including Lacerte, Alter Tax, CCH, or similar tools.

• Excellent communication and customer-service skills.

• Proficiency in organizing documents, managing workflow, and supporting administrative functions. 

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