Administrative Assistant

Job Overview
We are a growing tax and accounting firm located in Westwood, MA, seeking a detail-oriented and experienced Administrative Assistant to join our team. This role is ideal for a professional who thrives in a fast-paced environment, excels at multitasking, and is comfortable working with both digital and paper-based systems. Prior experience in a tax or accounting firm is strongly preferred, and bookkeeping experience is a plus.

The successful candidate will be highly organized, tech-savvy, and eager to support firm operations while contributing to overall efficiency and client service excellence.

Schedule & Work Environment:

• Flexible daytime hours between 8:00 AM – 5:00 PM
• Primarily on-site
• Occasional remote work may be available once fully trained and when job duties allow
• Convenient location with parking and MBTA access

Key Responsibilities:

• Track projects and enter data into the firm's practice management system
• Maintain organized paper and electronic client records
• Prepare and deliver client invoices
• Assist with new client onboarding and system setup
• Scan and upload client tax documents into the document management system
• Process tax returns for client delivery (paper assembly, email, or client portal upload)
• Electronically file tax returns and retrieve filing acknowledgments
• Respond to client requests for copies of tax returns and related documents
• Coordinate electronic document delivery for client signatures
• Prepare and send correspondence via mail and email
• Assist with inventory management and office supply ordering
• Provide administrative support to tax preparers and managers as needed

Qualifications:

• Previous administrative experience required; experience in a tax or accounting firm strongly preferred
• Strong time management skills with exceptional attention to detail
• Ability to multitask and prioritize in a deadline-driven environment
• Comfortable learning and implementing new software and procedures
• Professional communication and customer service skills

Additional Information:

• Background check required
• Compensation and benefits will be discussed during the interview process

Job Type: Full-time

Pay: $1.00 - $2.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Experience:

• Administrative: 2 years (Required)
• Microsoft Office: 2 years (Required)
• Tax Office: 1 year (Preferred)

Shift availability:

• Day Shift (Required)

Ability to Commute:

• Westwood, MA Required)

Work Location: In person