Administrative Assistant

Schwartz & Schwartz, an Earned Company; Woburn (MA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401k match

Job summary

Earned is seeking a dependable Administrative Assistant to support our tax operations team in Woburn, MA. This role handles e-filing support, client communication, document management, and scheduling in a fast-paced environment.

The ideal candidate will manage confidential information, coordinate with multiple accountants, and maintain accurate digital filing systems. Strong Excel and MS Office skills are required, with experience in high-volume office tasks.

Qualifications

• 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.

Responsibilities

• Support the e-filing of federal and state tax returns.
• Contact clients to follow up on missing information, signatures, and e-file authorizations.
• Handle incoming client calls, answer questions, and assist 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.

Skills

Excel

Data entry

Organization

Communication

Confidential information handling

Phone work

Microsoft Office

Education

High school diploma

Tools

Microsoft Word

Microsoft Outlook

Document management systems

Tax software familiarity

Job description

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

Preferred Requirements

• 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.