Accounting Administrative Assistant - #253634

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Paid time off
• Profit sharing
• Training & development
  
  
  

About Metcalf & Company LLC

Metcalf & Company LLC is a forward-thinking accounting and advisory firm serving professional service-based businesses. We specialize in Tax Advisory, Client Advisory, and Legal Advisory Services, and we are deeply committed to helping clients scale profitably, manage cash flow, and make data-driven decisions. Our firm culture is rooted in integrity, excellence, and a passion for helping entrepreneurs succeed.

Position Overview

The Accounting Administrative Assistant is a vital member of the Client Advisory Services (CAS) team, responsible for supporting our accounting professionals in delivering timely and accurate financial services. This role involves managing back-end administrative processes, maintaining client records, ensuring task flow in project management systems, and assisting with client communications and scheduling.

This is an ideal opportunity for a detail-oriented, tech-savvy, and service-driven professional who thrives in a fast-paced, team-oriented environment.

Key Responsibilities

• Provide administrative support to the CAS team, including the Accounting Manager and Senior Associates
• Maintain accurate and organized client records in our practice management system (e.g., TaxDome, QuickBooks Online, Gusto)
• Track monthly deliverables, tasks, and deadlines using our workflow/project management tools
• Schedule and coordinate recurring client meetings and internal reviews
• Assist with onboarding new CAS clients by collecting documents and setting up profiles
• Prepare engagement letters, proposals, and other client-facing documents
• Monitor shared email inboxes and route requests to the appropriate team members
• Handle general administrative tasks such as file management, scanning, data entry, and form preparation
• Coordinate with internal departments (e.g., Tax, Legal, Sales) to support cross-functional operations
• Support payroll administration, time tracking, and vendor record maintenance, as needed
  
  
  

Qualifications

• Associate’s degree or higher in Business Administration, Accounting, or a related field (preferred)
• 1–3 years of experience in an administrative or accounting support role
• Familiarity with cloud-based accounting and practice management systems (QuickBooks Online, Gusto, TaxDome, etc.)
• Proficiency in Microsoft Office Suite, especially Excel and Outlook
• Strong organizational skills and attention to detail
• Ability to prioritize tasks and manage multiple deadlines simultaneously
• Excellent verbal and written communication skills
• Professional, dependable, and client-service oriented
• Willingness to learn and grow within a supportive accounting environment
  
  
  

What We Offer

• Competitive compensation and benefits
• Opportunity to grow within the firm and take on increasing responsibility
• Exposure to modern accounting systems and workflow automation tools
• Supportive team environment with access to continuing education
• A mission-driven firm culture that values integrity, growth, and teamwork