Job Description

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

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