Elevate · 6 hours ago
Administrative Assistant
Elevate is seeking a seasonal Administrative & Operational Assistant to support their tax preparation team during the busy tax season. The ideal candidate will manage client tax data and documentation while ensuring timely and accurate information flow to tax preparers.
Responsibilities
Organize, transfer, and manage client tax data using internal systems
Scan, index, and maintain digital and physical tax documents for preparers
Coordinate document pickup and drop-off between firm locations
Monitor the client portal and notify preparers of incoming or missing information
Track tax return status and deadlines using internal tracking tools or spreadsheets
Provide general administrative support, including responding to basic inquiries and preparing authorization forms
Experience in Aiwyn Software required
Qualification
Required
Strong attention to detail
Comfort working in Excel
Ability to handle sensitive and confidential information with professionalism
Experience in Aiwyn Software
Organize, transfer, and manage client tax data using internal systems
Scan, index, and maintain digital and physical tax documents for preparers
Coordinate document pickup and drop-off between firm locations
Monitor the client portal and notify preparers of incoming or missing information
Track tax return status and deadlines using internal tracking tools or spreadsheets
Provide general administrative support, including responding to basic inquiries and preparing authorization forms
This role is based at Wake Forest, NC and is an in-office position
The position requires 20-25 hrs per week
The rate per hour is $15.00
Company
Elevate
At Elevate, we envision a future where our alliance firms are not only high-performing but also human-centered and future-ready—where technology, talent, and capital converge to drive sustainable prosperity across the triple bottom line: People, Purpose, and Profit.
H1B Sponsorship
Elevate has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (2)
2021 (1)
2020 (4)
Funding
Current Stage
Growth StageCompany data provided by crunchbase