The Role
Provides administrative and client support for a local CPA office, including calendar management, meeting coordination, filing, data entry, tax document processing, front-desk coverage, mail distribution, appointment communication, and confidential client assistance. The role collaborates with tax professionals, maintains electronic and paper records, supports office operations, and handles ad-hoc administrative tasks while delivering professional, client-focused service.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Aprio is seeking an Office Administrator to provide high-level administrative and client support for our local office. This role is a vital contributor to the smooth and efficient flow of daily operations, serving as a central point of contact for both clients and internal team members. You will bring strong organizational skills, a solutions-oriented mindset, and a commitment to exceptional service that reflects Aprio's values in every interaction. This is an opportunity to make a meaningful impact in a collaborative, fast-paced professional environment.
What You'll Gain / Impact
- Opportunity to serve as a cornerstone of office operations and client experience
- Exposure to cross-functional collaboration with tax professionals and support staff
- Ability to strengthen skills in administrative excellence, client service, and data management
- A supportive team environment with opportunities for continued professional development
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
Candidate Qualifications
- 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
Leadership Skills
- 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
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
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.
Skills Required
- High school diploma or equivalent
- Previous experience in a receptionist or administrative role
- Proficiency in Microsoft Office Suite
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Professional demeanor and client-centric approach
- Ability to handle confidential information with discretion and integrity
- Effective time management and prioritization skills
- Familiarity with tax software
- Knowledge of tax-related terminology
- Experience with calendar and scheduling management tools
- Experience 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
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
