Office Administrator

Aprio • Charlotte, NC

6d

About The Position

Aprio is seeking an Office Administrator to serve as the welcoming face and operational hub of a local office. The role supports smooth day-to-day operations by managing front desk activities, assisting tax professionals, and providing an exceptional experience to clients and internal team members. The position calls for strong organizational skills, sound judgment, and a client-first mindset in a fast-paced, detail-driven professional services environment.

The Office Administrator greets visitors, manages calls and appointments, handles correspondence and records, enters client information, and assists with tax-related documents. The role also helps maintain office supplies and facilities, coordinates office events, and works with tax professionals and support staff to facilitate efficient office operations.

Aprio describes its culture as collaborative and people-first, with opportunities for professional growth and learning. The listed benefits apply to full-time team members. Aprio offers remote and hybrid options generally, but the posting does not specify the workplace type for this position.

Requirements

• High school diploma or equivalent.
• Excellent verbal and written communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Professional demeanor and a client-centric approach.
• Ability to handle confidential information with discretion and integrity.
• Effective time management skills and ability to prioritize tasks and meet deadlines.
• Initiative and accountability in managing daily responsibilities with minimal direction.
• Ability to maintain composure and a solutions-oriented approach in a fast-paced, client-facing environment.
• Collaborative, team-first mindset; ability to build positive, trustworthy relationships and follow through on commitments.
• Ability to proactively communicate status on open items and adapt to shifting priorities while maintaining consistent, quality work.
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and 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.

Nice To Haves

• Additional education or certification in office administration.
• Previous experience in a receptionist or administrative role.
• Familiarity with tax software, such as CCH or Thomson Reuters.

Responsibilities

• Greet clients and visitors professionally and maintain a welcoming, organized reception area.
• Answer and direct incoming phone calls, take messages, and route calls as needed.
• Schedule and manage client appointments and meetings for tax professionals.
• Assist clients with inquiries while handling sensitive information confidentially and discreetly.
• Sort and distribute mail, faxes, and other correspondence.
• Maintain and organize electronic and paper filing systems for client records and office documents.
• Enter client information into databases accurately and assist with preparing and processing tax-related documents and forms.
• Monitor and order office supplies, and 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.

Benefits

• Medical, dental, and vision insurance beginning on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401(k) with profit sharing.
• Nine or more holidays and discretionary time off structure.
• Parental leave for primary and secondary caregivers.
• Tuition Assistance Program and CPA support program, including a cash incentive upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Wellness program.
• Flexible working environment, including remote and hybrid options.
• Competitive compensation and industry-leading benefits.
• Professional growth, continuous learning, and advancement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED