Office Administrator for CPA Firm
Kohari Gonzalez Oneyear & Brown PLLC
Overview Well established CPA firm in Charlotte is looking for an office administrator for busy office. The ideal candidate will be a pro-active, take initiative, team-oriented individual who possesses excellent written and verbal communication, organizational and people skills. Strong attention to detail is necessary as well as the ability to be a significant team player. Experience in handling a wide range of administrative and executive support related tasks and the ability to work independently with little or no supervision. Responsibilities Manage the ongoing organization and coordination of office administration and procedures to include controlling correspondence, supervising and training office staff, designing and implementing filing systems and delegating and monitoring various tasks Additional duties to include: Informing clients of project status and making information requests Meeting with clients to present deliverables and collect payment Providing administrative support as needed to include attending and taking notes at meetings, preparing reports, maintaining executive calendars Answering incoming calls and making outgoing calls to clients Resolving client concerns in a friendly, professional manner Process outgoing mail and maintain postage for the office Maintain internal mail and call logs Scan and organize client documents Identify and implement procedural and policy changes to improve operational efficiency of the office Provide support on ad-hoc requests and related special projects, as required, and keep the management team properly informed Qualifications Previous experience in administrative and customer services roles Ability to engage and build relationships with clients Self-motivated with the desire to go the extra mile Exhibit professional image in busy office environment Strong written, verbal and interpersonal communication skills Ability to maintain security, integrity and confidentiality of highly sensitive information Proficient in the use of Microsoft Office software suite and willingness to learn industry-specific CRM software Notary Public a plus Benefits Available Medical, dental & vision insurance 401(k) retirement plan with company match Paid time off Flexible work schedule #J-18808-Ljbffr Kohari Gonzalez Oneyear & Brown PLLC
- ...degree in Accounting or related field CPA preferred combined with three to five years... ...software preferred Proficiency with MS Office Suite required Job Duties: ~ Prepare... ...standards reducing risk exposure for the firm. Benefits: ~ Medical, dental & vision...SuggestedLocal areaFlexible hours
- Jonathan-White-CPA in Matthews, NC is hiring a Staff Accountant to manage full cycle accounting... ...opportunities in a technology-driven firm. The ideal candidate should have 1-3 years... ...a hybrid position following 1 year of in-office training. #J-18808-Ljbffr Jonathan-White-...SuggestedFull timeWork at office
- ...Representative (SDR) We are seeking a highly motivated, organized, driven sales development representative (SDR) to join our fast-growing CPA firm in North Carolina. SDR will be responsible for lead generation - developing and maintaining relationships to create new business...SuggestedFlexible hours
- ...skilled Bookkeeper to join our fast-growing CPA firm in Charlotte, North Carolina. The... ...be a significant team player for busy office. Job Duties: Perform monthly bank... ...tax reports Perform data entry and administrative duties Inform clients of project status...SuggestedWork at officeFlexible hours
$95k - $135k
...regional amp; mid sized) and family operated accounting firm in the Charlotte, North Carolina Metro area. They... ...degree in accounting, finance, stats, business administration or related field (econ, stats, math) ~ CPA eligible, CPA license currently, or in progress is...SuggestedFull timeLocal areaMonday to FridayFlexible hours$130k - $170k
We are working with a top rated local CPA firm looking for a talented Tax Manager to join their growing firm in the financial powerhouse... ...associate role in a public accounting environment, CPA type office, or local accounting and advisory office ~ Excellent skills in...Work at officeLocal areaRemote work$120k - $180k
A professional accounting firm in Charlotte is looking for a Principal to manage client relationships and oversee tax planning for both personal and corporate clients. The ideal candidate will have a CPA certification, 8+ years of public accounting experience, and a passion...Full timeRemote work- A finance and accounting services firm is seeking applicants for various roles, including Associate, Manager, and Senior Manager. The firm... ..., opportunities for professional growth among experienced CPA mentors, and a focus on work-life balance with seven weeks of PTO...
$55k - $70k
...Advancement…. this is a great opportunity to become involved with a rapidly growing firm | Work with interesting clients | Use tech-savvy solutions Company Description Jonathan White CPA, PLLC is currently seeking a CPA or Enrolled Agent with 1 or more years of recent...Permanent employmentFull timeWork experience placementWork from homeMonday to FridayFlexible hours- AccruePartners, located in Charlotte, North Carolina, is seeking a tax leader to help scale their firm post-acquisition. This role requires an active CPA license and 5-7+ years of experience in public accounting or tax settings. The ideal candidate will balance hands-on...Remote job
- Jonathan White CPA, PLLC is seeking a Senior Tax Accountant with 1+ year of tax and public accounting experience, including federal, state... ..., and provide advisory services in a collaborative, tech-driven firm with an entrepreneurial culture. Hybrid work from home options...Work from home
- Choreo is seeking a Manager, Partner Relationships in Charlotte, NC, to support and deepen strategic partnerships with CPA firms. This position emphasizes delivering quality partner experiences and ensuring commitments are met. The ideal candidate has over 5 years of experience...
- A professional services firm in Charlotte, NC, seeks an Audit Manager to lead audit engagements and develop... ...least 5 years of public accounting experience and a CPA certification. The position offers a supportive office environment with flexible work schedules, generous...Work at officeFlexible hours
- A financial services firm seeks an experienced Audit Manager in Charlotte, NC to oversee and lead audit engagements. The candidate will... ...qualifications include a Bachelor's degree in Accounting or Finance, CPA certification, and over 5 years of public accounting audit...Flexible hours
- ...Proficient in the use of MS Office applications (Advanced Excel,... ...accounting, finance, business administration, or other related business disciplines... .... Active CIA and/or CPA certification required at a... ...experience with a public accounting firm (Big 4 highly desired), or a...Immediate start
$89.8k - $170.5k
A leading professional services firm in Charlotte is seeking an Assurance Manager for Industrial Goods. This role involves managing audit... ...strategies. Ideal candidates should have a BS/BA in Accounting, CPA/CA certification, and over 5 years in public accounting. The...- ...Office Administrator Job ID 15941 # of Openings 1 Job Location US-NC-Charlotte Category General Administrative... ...Dewberry is a leading, market-facing professional services firm with more than 60 locations and 2,500 professionals...Work at officeLocal areaRelocation package
- ...Cordell & Cordell has the benefits you'd expect from a large national firm. We offer competitive compensation, exceptional health care... ..., emails, and voicemails promptly • Maintain an organized office and reception space • Coordinate couriers, process servers, and...Full timeTemporary workWork at office
- ...respected client is seeking a TAX SENIOR due to the growth in their firm. Are you an experienced individual with a knack for numbers? Then... ...of strong tax experience - Certified Public Accountant (CPA) designation, or working towards a CPA designation -...
$90k - $150k
...is a leading global professional services firm that provides integrated audit, tax, and business... ...is located in Atlanta, GA and we have offices across the U.S. in Birmingham, AL, Boston,... ...efforts Support to pass the US CPA Exam What you need to bring: Successfully...Full timeWorldwideFree visaFlexible hours- ...responding to tax notices and related tax administration matters and service to the Partners of... ...tax returns and related workpapers for the firm and affiliated entities. Prioritize and manage... ...Master's Degree Current and active CPA (Certified Public Accountant) Public Accounting...Flexible hours
- ...established company in the exciting world of public accounting. My client firm is growing and offers the opportunity for an ambitious... ...field (Master's degree preferred) - Certified Public Accountant (CPA) designation - 7+ years of experience in public accounting, with...
- ...The Controller reports to the Chief Financial Officer (CFO) and leads the day-to-day execution of... ...field required. Certified Public Accountant (CPA) required. Master's degree in Accounting, Finance, or Business Administration preferred. 2. Licensure / Certification: CPA...Temporary workWork at officeFlexible hours
- A reputable staffing firm in Charlotte, North Carolina, is seeking a Junior Tax Manager specializing in trusts and estates. The ideal candidate will have at least 2 years of tax experience, a CPA license, and strong technical skills in tax compliance and planning. Key...
$180k - $210k
...Overview We are seeking an experienced and strategic Chief Financial Officer (CFO) to lead the financial operations of a growing restoration... ...practices across all financial functions. Qualifications Active CPA designation required. Bachelor's Degree in Accounting, Finance,...Work at officeWork from home- ...Commercial Bank clients across the country. As a Client Success Officer within the Commercial Bank you will serve as a key liaison for... ...(KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented...Work experience placementWork at office
- ...quickly match you with suitable roles when they arise. Location: Various locations across North Carolina As a Medical Office Administrator, you will be responsible for managing the daily operations of a healthcare facility, ensuring efficient administrative...Work at office
- Forvis Mazars, LLP in the United States seeks an accounting associate focused on Tax to help clients solve problems and build relationships. You will develop technical skills, be coached by senior staff, and gradually assume greater responsibility as your career progresses...
$170k - $200k
...candidate will apply deep knowledge of federal and state taxation while leading tax engagements for top clients. Requirements include a CPA, a B.S. in Accounting (Masters preferred), and 8+ years of tax experience in public accounting, plus prior management experience or...Remote job- ...Job Description Job Description EA / CPA – Public AccountingAbout the Opportunity We are partnering with a growing CPA firm seeking an experienced Enrolled Agent (EA) or Certified Public Accountant (CPA) to join its tax team. This is an excellent opportunity to work...
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