AAFCPAs · 5 days ago
Administrative Assistant
AAFCPAs is an innovative and forward-thinking firm with a focus on automation, providing assurance, tax, outsourced accounting, and consulting services. The Administrative Assistant will perform document processing functions, ensuring quality output and compliance while managing workflow and deadlines.
ConsultingFinancial ServicesInsurance
Responsibilities
Follow established procedures to prepare and format client audit and tax documents
Review document language and format to ensure quality output following compliance procedures
Proof, edit and format financial statements and other reports for final review and approval, complete and send to client and/or tax agencies on behalf of clients
Prepare electronic copies of drafts, as well as printing and collating draft copies for client meetings in a professional format when needed
Converts documents, when necessary, from multiple formats
Works independently to manage workflow and volume of requests using our tracking software
Ability to prioritize work according to the various deadlines
Work as a team member in the firm’s Internal Client Service department
Qualification
Required
Previous administrative experience, preparing documents, reports, and presentations required
Build relationships and communicates effectively with team members to ensure accurate and timely delivery of documents
Demonstrated strong client service orientation
Exceptional verbal and written communication skills with an emphasis on accuracy in grammar, punctuation, and spelling. Ability to proofread typed material for grammatical, format and typographical errors
Proven detail orientation and ability to multi-task in a fast-paced environment
Strong problem solving and analytical skills, identifying opportunities for efficiencies
Strong technology orientation and proficiency in Microsoft Office Suite
Strong organizational skills, attention to detail
Able to work in a remote environment when needed
Preferred
Associate or bachelor's degree in business administration, communication, English or related field preferred
Experience with multiple systems and tools: XCM, ProFX, SurePrep, or similar processing systems preferred
Should be a people person, should be patient and understanding as there will always be last-minute emergency tasks that come their way should enjoy a fast-paced day during the busier months, experience working with many, many different personalities
Benefits
Competitive Compensation and Bonus Plan
Flexible, Work from Anywhere Policy (Westborough and hybrid)
Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
Generous and flexible PTO
On-staff Leadership and Professional Development Coaching and Training
Complimentary Consultations with AAF Wealth Management Wealth Advisors
Abundant Learning and Development (CPE) Catalog and Resources
Peer-driven and Partner-nominated Awards
Team Member Referral Incentives
Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes
Company
AAFCPAs
AAFCPAs is an accounting company that specializes in tax, consulting, and IT advisory services.
H1B Sponsorship
AAFCPAs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (1)
2023 (2)
2022 (4)
2021 (2)
2020 (3)
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase