Administrative Assistant

Administrative & Operational Assistant

In Office, Part Time

RSL Advisors, located in Raleigh, NC, is seeking a seasonal Administrative & Operational Assistant to support our tax preparation team during the busy tax season.

The ideal candidate will work closely with tax preparers to manage client tax data and documentation throughout the tax return process. This role is responsible for ensuring the timely and accurate flow of information to preparers and maintaining well-organized electronic and physical filing systems. The position requires strong attention to detail, comfort working in Excel, and the ability to handle sensitive and confidential information with professionalism.

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
• Experience in Aiwyn Software required

Key Requirements

• 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.