ZipRecruiter

Log In

1

Assistant To Cpa Jobs in Raleigh, NC (NOW HIRING)

Spivey & Morton CPA PA

Be Seen First

Tax Manager

Wendell, NC · On-site

$100K - $150K/yr

... CPA, PA is a public accounting firm providing tax, accounting, payroll, and advisory services to ... Research and resolve complex tax issues, ensuring compliance with current tax law * Assist with ...

Martin Marietta

Senior Inventory Accountant

Raleigh, NC

$71K - $90K/yr

... to review of finished goods reserves and raw materials * Assist with puchase accounting for ... Bachelor's Degree in Accounting or Finance; CPA a plus * Minimum of 5 year of relevant experience;

Martin Marietta

Senior Inventory Accountant

Raleigh, NC · On-site

$71K - $90K/yr

... to review of finished goods reserves and raw materials * Assist with puchase accounting for ... Bachelor's Degree in Accounting or Finance; CPA a plus * Minimum of 5 year of relevant experience;

Banyan Search

Senior Accountant

Raleigh, NC · On-site

$71K - $90K/yr

Bachelor's degree in Accounting, Finance, or related field (required) * CPA designation or active ... Exposure to Tax compliance/accounting in a public accounting firm * Experience in multi-entity or ...

Banyan Search

Senior Accountant

Raleigh, NC · On-site

$71K - $90K/yr

Bachelor's degree in Accounting, Finance, or related field (required) * CPA designation or active ... Exposure to Tax compliance/accounting in a public accounting firm * Experience in multi-entity or ...

previous pagenext page

Showing results 21-40

All JobsTo Cpa JobsAssistant To Cpa JobsAssistant To Cpa Jobs in Raleigh, NC

Assistant To Cpa information

What does an assistant to CPA do?

An Assistant to a CPA (Certified Public Accountant) provides administrative and clerical support to accountants and accounting firms. Their duties often include organizing files, scheduling appointments, preparing financial documents, managing correspondence, and assisting with data entry. They may also help with bookkeeping tasks and client communication. This role is essential for ensuring the smooth operation of accounting practices and allowing CPAs to focus on complex financial analysis and client advisory services.

What are the typical day-to-day responsibilities of an assistant to CPA?

As an Assistant to a CPA, your daily responsibilities often include organizing financial documents, scheduling client meetings, preparing basic tax forms, and managing correspondence. You’ll frequently communicate with clients to gather necessary paperwork and clarify information, ensuring the CPA has everything needed for accurate filings and advisory work. Your organizational skills directly support the CPA’s efficiency, enabling them to focus on complex analysis and client consultations. You may also assist with bookkeeping and data entry, providing a crucial foundation for the CPA’s review and final approval.

What are the key skills and qualifications needed to thrive as an assistant to CPA?

To thrive as an Assistant to a CPA, you need a solid understanding of accounting principles, attention to detail, and often an associate’s degree or relevant coursework in accounting or finance. Familiarity with accounting software such as QuickBooks, Microsoft Excel, and document management systems is typically required. Excellent organizational skills, discretion, and effective communication help build trust and ensure smooth workflow with clients and team members. These skills are crucial for maintaining accurate records, supporting complex financial processes, and contributing to the efficiency and reputation of the CPA’s practice.

How to become an assistant to CPA?

To become an assistant to a CPA, typically you need a high school diploma or equivalent, strong organizational and communication skills, and familiarity with accounting software like QuickBooks. Some positions may require an associate degree in accounting or related fields, and on-the-job training is common. Gaining relevant experience and understanding basic accounting principles can improve job prospects.

Is assistant to CPA still in demand?

The assistant to CPA role remains in demand as accounting firms and businesses seek support with administrative tasks, client communication, and basic bookkeeping. Strong organizational skills and familiarity with accounting software like QuickBooks can enhance job prospects in this field.

What cities near Raleigh, NC are hiring for Assistant To Cpa jobs?

Cities near Raleigh, NC with the most Assistant To Cpa job openings:

Assistant To Cpa jobs near you
Infographic showing various Assistant To Cpa job openings in Raleigh, NC as of September 2026, with employment types broken down into 80% Full Time, 10% Part Time, 5% Contract, and 5% Nights. Highlights an 80% In-person, 5% Hybrid, and 15% Remote job distribution.

Tax Manager

Wendell, NC • On-site

Spivey & Morton CPA PA
See more jobs at Spivey & Morton CPA PAexternal

$100K - $150K/yr

Full-time

Medical, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About the Firm
Spivey & Morton, CPA, PA is a public accounting firm providing tax, accounting, payroll, and advisory services to individuals, businesses, and non-profit organizations. Our services include individual, business, estate and trust tax preparation, compiled and reviewed financial statements, tax planning and consulting, bookkeeping and payroll services. We are looking for an experienced Tax Manager to join our growing team.

Position Summary
The Tax Manager will oversee tax engagements for a diverse client base spanning individuals, businesses, and non-profits, while also contributing to compilation and review engagements. This role requires strong technical tax knowledge, the ability to manage client relationships directly, supervise staff, as well as review and sign tax returns.

Responsibilities

  • Prepare and review individual, business, and non-profit tax returns
  • Manage client relationships and serve as a primary point of contact for assigned engagements
  • Research and resolve complex tax issues, ensuring compliance with current tax law
  • Assist with compilation and reviewed financial statement engagements
  • Supervise, train, and review the work of staff accountants
  • Identify tax planning opportunities and provide proactive advisory support to clients
  • Manage engagement workflow and deadlines to ensure timely filing and delivery
  • Communicate with the IRS and state agencies on client matters as needed

Qualifications

  • CPA license preferred; EA or equivalent experience also considered
  • Minimum of 5 years of experience in public accounting, with a focus on tax
  • Experience with UltraTax, Fixed Assets CS, and QuickBooks Online preferred
  • Strong knowledge of individual, business, and non-profit tax compliance
  • Experience with compilation and review engagements
  • Excellent communication skills and the ability to manage client relationships
  • Strong organizational skills with the ability to manage multiple engagements and deadlines
  • Demonstrated ability to review and mentor junior staff

Location
Our firm operates two offices, located in Wilson, NC and Wendell, NC. This position will be based primarily at one location, with occasional travel to the other office as needed for meetings. Candidates must be willing to work from both locations as business needs require.


Pay: $100,000.00 - $150,000.00 per year


Benefits:

  • 401(k)
  • Continuing education credits
  • Health insurance
  • Paid time off


Work Location: In person