EisnerAmper · 5 hours ago
Office Manager /Executive Assistant
Wellesley, MA
Full-time
Onsite
Mid Level
3+ years expEisnerAmper LLP is one of the largest accounting, tax, and business advisory firms, seeking an Office Manager / Executive Assistant for their Wellesley, MA office. The role involves providing administrative support to the Tax team, managing client onboarding, and ensuring smooth office operations while maintaining a welcoming environment for clients and team members.
AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
Responsibilities
Provide day-to-day administrative assistance to the Tax team, including direct support to partners
Manage client onboarding: prepare engagement letters and set up new clients
Coordinate client communications, respond to inquiries, and track project timelines to ensure deadlines are met
Prepare and manage Power of Attorney documents and client meeting packets
Draft, route, and track documents via email and DocuSign
Serve as the primary point of contact for guests, clients, and internal team members in the Wellesley office
Maintain organized client files (digital and physical), manage document intake and storage
Scan, file, and archive documents as needed
Schedule internal and external meetings; manage calendars and meeting logistics
Book travel and process expense reports for team members
Maintain general office organization and support daily operations
Use and maintain tax workflow tools such as XCM, SafeSend, and DocuSign
Monitor and manage client portal access and user permissions
Work with Microsoft Office Suite and Adobe PDF tools for documentation and communication
Assist with special projects and ad hoc administrative tasks
General year-round support required due to steady volume
Qualification
Required
3+ years of experience in office administration or professional services support
Bachelor's degree or equivalent relevant experience may be considered in lieu of degree
Preferred
Experience working in a professional services or accounting firm environment
Familiarity with tax workflow systems, including XCM
Knowledge of tools such as TaxCaddy, SafeSend, Practice CS, and ProSystem fx (ProFX)
Hands-on experience with DocuSign
High attention to detail and strong sense of urgency
Ability to handle sensitive client information with discretion and professionalism
Strong interpersonal skills; works effectively across all levels, including with Partners
Self-motivated and able to work both independently and collaboratively
Adaptable in a fast-paced, dynamic environment
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Flexibility to work extended hours during peak periods
Company
EisnerAmper
EisnerAmper is a full-service advisory and accounting firm that offers audit, accounting, advisory, consulting, and tax services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TowerBrook Capital PartnersDeutsche Bank Securities
2021-08-02Private Equity
2021-08-02Debt Financing
Leadership Team
S
Sanjay Desai
Partner and Chief Technology Officer
Jennifer Cuello
Partner
Recent News
PR Newswire
2026-01-16
2026-01-05
Company data provided by crunchbase