Office Administrator

Office Administrator

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.

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

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

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

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

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,…