We are a reputable, mid-sized CPA firm with a strong presence in North Central Massachusetts and clients across multiple states. As a paperless, full-service accounting firm, we provide tax, audit, accounting, and business advisory services. Due to our continued growth, we are seeking a highly organized Administrative Assistant to join our team and play a key role in supporting the smooth operation of our office.

This is a great opportunity for someone who thrives in a professional services environment, enjoys working with people, and wants to contribute to a collaborative, client-focused culture.

Responsibilities

Front Office & Client Support

• Greet clients and manage incoming calls, emails, and correspondence with professionalism.

• Schedule and confirm client meetings; maintain calendars and appointment coordination.

• Prepare, organize, and maintain client files (electronic and paper-based), ensuring confidentiality.

• Manage office supplies, equipment, and software subscriptions.

Document & Workflow Management

• Assemble and file tax returns, financial statements, and other deliverables.

• Manage mail, scanning, and digital filing systems.

• Support staff with engagement letters, billing packets, and client communications.

Financial & Billing Support

• Assist with accounts receivable: prepare/send invoices, follow up on outstanding balances, and process payments.

• Handle accounts payable: process vendor invoices, schedule bill payments, and maintain expense records.

• Reconcile receipts, track expenses, and support month-end bookkeeping tasks.

General Administrative Support

• Provide day-to-day administrative assistance to partners and staff.

• Help prepare reports, presentations, and proposals.

• Uphold professional standards of accuracy, confidentiality, and client service.

Qualifications

• Prior administrative experience in an office environment (professional services or accounting preferred).

• Strong organizational skills with the ability to manage multiple tasks and deadlines.

• Proficiency with Microsoft Office Suite and comfort learning new software.

• Excellent communication skills and a professional, client-service mindset.

• Attention to detail and commitment to maintaining confidentiality.

Compensation & Benefits

We offer a competitive compensation package that includes:

• Competitive salary

• 401(k) plan with firm contribution

• Health insurance

• Flexible schedule and remote work options

• Paid vacation, holidays, and personal time

• Tax season bonus

How to Apply

If you’re looking to join a growing, client-focused CPA firm where your organizational skills and professionalism will make a real impact, we’d love to hear from you.

Apply today and take the next step in your career with us!