Job Description
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