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