Seasonal Administrative Assistant

Alario & Associates, CPA PC is a reputable mid-sized CPA firm in the North Central Mass area with an office in Leominster, Massachusetts. We are a full-service paperless accounting firm that provides tax, audit, accounting, and business advisory services to clients from various states. Due to our continuing expansion and growth, we are seeking an Administrative Assistant to join our team and assist in the administrative department for the firm.

SUMMARY OF RESPONSIBILITIES

The Administrative Assistant is responsible for ensuring the smooth and efficient operation of our office, while providing exceptional administrative and operational support to our team. Your ability to manage multiple tasks, maintain office systems, and foster a positive work environment will be key to your success in this role.

ESSENTIAL JOB RESPONSIBILITIES

Front Office & Client Support

· Greet clients and manage incoming calls, emails, and correspondence in a professional and timely manner.

· Schedule and confirm client meetings, maintain firm calendars, and assist with appointment coordination.

· Prepare, organize, and maintain client files, both electronic and paper-based, ensuring confidentiality and accuracy.

· Order and manage office supplies, equipment, and software subscriptions.

Document & Workflow Management

· Assist with assembling and filing tax returns, financial statements, and other deliverables.

· Manage incoming and outgoing mail, scanning, and electronic document management.

· Support staff with preparation of engagement letters, billing packets, and client communications.

Financial & Billing Responsibilities

· Assist with accounts receivable: prepare and send invoices, follow up with clients regarding outstanding balances, and process payments.

· Handle accounts payable: process vendor invoices, schedule and prepare bill payments, and maintain expense records.

· Reconcile receipts, track firm expenses, and support month-end bookkeeping tasks as assigned.

General Support

· Provide administrative assistance to partners and staff on special projects.

· Assist with preparing reports, presentations, and proposals as needed.

· Uphold professional standards of accuracy, confidentiality, and client service.

Pay: $21.00 - $23.00 per hour

Application Question(s):

• This is a part-time position that may transition to seasonal employment (January through April) based on the firm's needs. Please list your availability, including days and times.
• Please briefly describe your previous administrative experience, including your primary responsibilities and relevant skills.
• If you have not previously worked in a CPA firm or tax office, what challenges do you anticipate, and how would you approach overcoming them?

Work Location: In person

Salary : $21 - $23