Administrative Assistant

Kids for the Future; Woburn (MA); On-site; USD 41,000 - 44,000; Full time

Benefits offered by this job

Health insurance

401k match

Job summary

Earned in Woburn, MA is seeking a dependable Administrative Assistant to support our tax operations team. You will assist with e-filing, client communications, document management, and scheduling for multiple accountants in a fast-paced environment.

Ideal candidates have 2–5 years of admin experience, strong Excel skills, and comfort handling confidential information. This full-time role includes health insurance and a 401k match, with on-site work at our Woburn office.

Qualifications

• High school diploma or equivalent required.
• 2–5 years of administrative experience in a professional, confidential environment.
• 2+ years of Excel skills and spreadsheet management.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Experience handling confidential information and client communications.

Responsibilities

• Support federal and state tax return e-filing.
• Contact clients to obtain missing information and e-file authorizations.
• Handle incoming client calls and assist with the portal.
• Manage e-file authorization forms and documents.
• Coordinate and schedule client calls for accountants.
• Maintain digital filing systems and calendar support.
• Assist with peak tax season tasks and off-season training.

Skills

Administrative experience

Excel skills

Microsoft Office

Communication skills

Attention to detail

Confidential information handling

Tax software familiarity

Education

High school diploma

Tools

Tax software

E-filing platforms

Document management systems

Job description

• Location 8 Cedar Street,Suite 54,Woburn, MA, 01801,United States
• Job Category Tax, Tax Operations
• Employee Type FT Exempt
• Required Degree High school

Description

Compensation Transparency

Hourly Range: $30.00 - $32.00

At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

About Earned Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

What sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital,we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

We are seeking a dependable and detail-oriented Administrative Assistant to support our tax operations team. This role is essential to the successful execution of tax season activities, including e-filing support, client communication, document management, and scheduling. The ideal candidate is experienced working with confidential information, managing high volumes of documents, and supporting multiple accountants in a fast-paced, deadline-driven environment.

Key Responsibilities

• Support the e-filing of federal and state tax returns .
• Contact clients to follow up on missing information, signatures, and e-file authorizations .
• Responsible for handling incoming client calls, answering questions, and assisting them with navigating our portal.
• Download, track, and organize all e-file authorization forms .
• Assist with outbound client calls and document retrieval .
• Scan, upload, and organize tax-related documents post–tax season .
• Maintain accurate and well-organized digital filing systems .
• Coordinate and schedule client calls and appointments for a team of accountants .
• Office calendar support and schedule/order office lunches.
• Provide administrative support during peak tax season and throughout the year .
• Participate in off-season training to support more complex tax administrative tasks .

Key Requirements

• High school diploma or equivalent required
• 2–5 years of administrative experience in a professional confidential environment
• 2+ years of Excel skills, including data entry and spreadsheet management
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Experience handling confidential and sensitive information
• Comfortable with frequent phone work and direct client communication
• Strong attention to detail and organizational skills
• Experience in a tax, accounting, or law firm environment
• Familiarity with tax software, e-filing platforms, or document management systems
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.