Receptionist/Tax Administrative Associate

Cerity Partners•Raleigh, NC

2d•Onsite

About The Position

This role is the first point of contact for clients and visitors, and the backbone of day-to-day tax administrative support — keeping documents, filings, and client records moving accurately and on time so the tax team can focus on the work itself.

Requirements

2+ years of experience in an administrative, executive assistant, or personal assistant capacity
High school diploma required
Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and calendar management tools
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities and deadlines independently
Ability to maintain strict confidentiality regarding sensitive personal and business information
Comfortable managing multiple tasks and interruptions in a fast-paced office environment
Self-motivated, comfortable with independent decision making

Nice To Haves

2+ years prior experience supporting financial services, wealth management, or professional services executive
Associate or bachelor’s degree preferred
Previous experience at a CPA firm or financial services office
Discretion and sound judgment when handling confidential information
Strong attention to detail and follow-through
Adaptability and comfort with shifting priorities in a fast-paced environment
Proactive problem-solving and anticipatory thinking
Display excellent time management skills.
Adherence to compliance policies and procedures.
Ability to exercise independent judgment in planning and prioritizing work.

Responsibilities

Answer and direct phone calls; greet and assist clients and visitors
Develop rapport with clients via phone, email, and in person; respond to inquiries with calm confidence
Fulfill basic client requests that don't require advisor involvement
Process incoming/outgoing mail; scan and file tax documents accurately and promptly
Manage UPS/USPS shipping for tax returns, organizers, and signature documents
Route IRS/state notices and documents to the correct team member
Track signed e-file authorizations and release signed returns (UltraTax)
Track return statuses and due dates to help the team meet deadlines
Support client onboarding/offboarding: engagement letters, CRM setup, billing configuration
Assist with invoicing and accounts receivable tracking
Coordinate and manage team workflow; create or improve office processes
Coordinate meetings, team events, and catering as needed
Manage miscellaneous administrative projects assigned
Keep track of and order office supplies on a regular basis