Office Manager / Tax Team Executive Assistant

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper’s Tax team is seeking an Office Manager / Executive Assistant to join our Wellesley, MA office. This role will serve as both the face of the office and a vital member of our team. This fully in-office role combines office operations with high-level administrative support. The ideal candidate is organized, proactive, and professional, with a strong service mindset and a passion for creating a welcoming and efficient environment for clients, guests, and team members.  Schedule: 40 hours per week / 8:00am-5:00pm (1 hour lunch break).

What it Means to Work for EisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top “Places to Work” awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

Administrative & Client Support

• 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

Office Operations & Coordination

• 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

Systems & Tools Management

• 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

Special Projects & Seasonal Support

• Assist with special projects and ad hoc administrative tasks

• General year-round support required due to steady volume

Basic Qualifications:

• 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/Desired Qualifications:

• 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

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. 

Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. 

Should you need any accommodations to complete this application please email: [email protected]. 

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