Elevate LLC | Partner Firm Opportunity

Location: Raleigh/Wake Forest, North Carolina (In-Office)

Schedule: Part-Time, Seasonal (20-25 hrs/week); $15.00/hour

About Elevate

Elevate LLC is a next-generation professional services platform built to partner with entrepreneurial, growth-focused accounting, tax, and advisory firms. Our mission is to empower firms and their leaders by providing capital, operational support, technology, and strategic guidance to help them scale while preserving their independence and culture.

A partner firm of Elevate located in Wake Forest, North Carolina is seeking a seasonal Administrative & Operational Assistant to support its tax preparation team during the busy tax season. This role works closely with tax preparers to manage client tax data and documentation throughout the return process, ensuring the timely and accurate flow of information and well-organized electronic and physical filing systems.

Key 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.

Qualifications

• Proficiency in Excel required.
• Strong attention to detail and organizational skills.
• Ability to handle sensitive and confidential client information with professionalism.
• Comfortable working independently in a fast-paced, deadline-driven environment.
• Experience with Aiwyn software required.

Compensation & Benefits

Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Elevate and its related subsidiaries are equal opportunity employers. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.