Office Administrator

What You'll Gain / Impact

Key Responsibilities

• Provide administrative support to the office, including calendar management and meeting coordination
• Maintain electronic and paper filing systems for client records and office documents
• Accurately input client information into relevant software and databases
• Organize and archive client files in accordance with established procedures
• Assist in preparing and processing tax-related documents and forms
• Conduct data management and project cleanup within applicable systems
• Support front desk and receptionist functions, including mail distribution, postage, and interoffice mail services
• Assist clients with inquiries and appointments, ensuring confidentiality and handling sensitive information with discretion
• Collaborate with tax professionals and support staff to facilitate efficient office operations
• Communicate client appointments and special instructions to tax preparers
• Undertake ad-hoc tasks and additional duties as assigned to support overall office objectives
• 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
• Knowledge of tax-related terminology is advantageous
• 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

Candidate Qualifications

Leadership Skills

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

Additional information

Qualifications

• 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
• Additional information
• 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.
• 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.

Preferred Qualifications

• Familiarity with tax software (e.g., CCH, Thomson Reuters) is a plus