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
We are an equal opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
national origin, disability status, protected veteran status, or any other
characteristic protected by law.
At Metcalf & Company LLC, our mission is clear: to help our clients in their pursuit to live and to protect their best financial life. We offer personalized financial strategies, comprehensive advisory, and unwavering support to help our clients navigate the complex financial landscape. We are not just accountants; we are partners in their pursuit of financial prosperity. We’re here to empower our clients, build trust, facilitate fulfillment, and help create a long lasting legacy.
Salary :
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