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Lead Advisor

Office Manager

Lead Advisor, Boston, Massachusetts, United States, 02298

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Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Brighton. Our client, a well established CPA firm in Brighton, is seeking a detail-oriented and organized individual to fill the role of Administrative and Accounting Assistant. This position requires a candidate with experience in both administrative and accounting functions, particularly in tracking work, identifying discrepancies, and supporting tasks related to payroll submissions, 1099-NEC submissions, and Worker's Compensation audits. Administrative Tasks: Support the administrative team with various duties, including email sorting, client correspondence, and tracking of project status. Maintain organized filing systems and oversee administrative projects to ensure timely completion. Act as a liaison between departments, clients, and vendors, addressing inquiries and requests promptly and professionally. Accounting Tasks: Assist a Senior Accountant with entry-level accounting tasks like aid in setting up or closing state accounts for payroll submissions. Participate in Worker Comp audits, preparing documentation and assisting auditors with client information requests as needed. Familiarity with 1120-S tax returns. Qualifications: Previous experience in administrative and accounting roles, emphasizing attention to detail and accuracy. Preferred familiarity with payroll quarterly reports and state sales / meals tax regulations. Basic understanding of accounting principles and proficiency in MS Office Suite (Excel specifically). Strong organizational, communication, and problem-solving skills. Ability to work independently, manage priorities, and meet deadlines. Location: 5x a week in Brighton office Salary: 80k Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance