What are the responsibilities and job description for the Client Services Manager/Administrative Assistant CPA Firm position at Treeful Damaso Aniceto, Inc.?
CPA Firm | Client-Focused | Team-Oriented | Growth-Minded
About Us
TDA is a forward-thinking public accounting firm delivering high-quality audit, tax, and financial advisory services to businesses and individuals. While we take our work seriously, we believe a great firm is built on people, collaboration, and culture.
Our team is made up of talented, motivated professionals who value teamwork, continuous learning, and supporting one another. We offer a collaborative office environment where ideas are encouraged, training is ongoing, and every role plays a meaningful part in the firm’s success. As we continue to grow, we’re excited to welcome a Client Service Manager / Administrative Assistant who is eager to grow with us.
Position Overview
The Client Service Manager / Administrative Assistant is a key member of our firm and often the first impression clients have of TDA. This role blends client-facing responsibilities with administrative and operational support, helping keep our firm running smoothly and our team focused on serving clients.
This position is perfect for someone who enjoys being at the center of a busy office, takes pride in delivering exceptional service, and thrives in a fast-paced, collaborative environment.
What You’ll Do
Client Experience & Communication
- Greet clients and visitors with warmth and professionalism, serving as the firm’s first point of contact.
- Manage incoming calls, emails, and inquiries while ensuring timely and friendly communication.
- Build positive relationships with clients and support seamless communication between clients and staff.
Administrative & Team Support
- Schedule and coordinate meetings, appointments, and client engagements.
- Prepare, organize, and maintain client files and firm records (both digital and physical).
- Assist accounting staff with administrative needs such as document preparation, scanning, filing, and data entry.
- Support the creation of reports, presentations, proposals, and engagement materials.
Office & Operations
- Maintain office supply inventory and coordinate ordering.
- Help improve office processes and workflow efficiency.
- Handle confidential and sensitive information with professionalism and discretion.
What We’re Looking For
- High school diploma or equivalent required; additional education in office administration or business is a plus.
- At least 2 years of experience in an administrative or client service role; experience in a CPA or professional services firm is preferred.
- Strong proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with accounting or document management software is a plus.
- Exceptional organizational and time-management skills.
- Strong communication skills and a friendly, professional demeanor.
- A proactive, dependable team player who enjoys learning and taking initiative.
What We Offer
We believe in taking care of our people. Our benefits include:
- Competitive pay and bonus structure
- 401(k) and retirement plan options
- Health, dental, vision, life, and disability insurance
- Flexible work schedule
- Generous paid time off
- Professional development and growth opportunities
- Referral program
Why Join TDA?
At TDA, you’ll join a supportive, energetic team where your contributions truly matter. This role offers hands-on experience, opportunities to grow professionally, and the chance to be part of a firm that values collaboration, respect, and a positive workplace culture.
If you’re organized, people-oriented, and excited to be part of a growing CPA firm, we would love to hear from you!
Job Type: Full-time
Pay: $25.00 - $35.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
Experience:
- CCH software: 1 year (Required)
Ability to Relocate:
- Walpole, MA 02081: Relocate before starting work (Required)
Work Location: Hybrid remote in Walpole, MA 02081
Salary : $25 - $35