Job Description
AAFCPAs is an innovative and forward-thinking firm with a focus on automation. The Financial Statement Processing Coordinator will perform a variety of document processing functions to support the firm and its clients, ensuring quality output and compliance with established procedures. Responsibilities Performs a variety of document processing functions in support of the firm and its clients according to established policies, formats, and practices Responsible for formatting, editing, and processing various documents for clients Follow established procedures to prepare and format client audit and tax documents Review document language and format to ensure quality output following compliance procedures Proof, edit and format financial statements and other reports for final review and approval, complete and send to client and/or tax agencies on behalf of clients Prepare electronic copies of drafts, as well as printing and collating draft copies for client meetings in a professional format when needed Converts documents, when necessary, from multiple formats Works independently to manage workflow and volume of requests using our tracking software Ability to prioritize work according to the various deadlines Work as a team member in the firm’s Internal Client Service department Skills Previous administrative experience, preparing documents, reports, and presentations required Build relationships and communicates effectively with team members to ensure accurate and timely delivery of documents Demonstrated strong client service orientation Exceptional verbal and written communication skills with an emphasis on accuracy in grammar, punctuation, and spelling Ability to proofread typed material for grammatical, format and typographical errors Proven detail orientation and ability to multi-task in a fast-paced environment Strong problem solving and analytical skills, identifying opportunities for efficiencies Strong organizational skills, attention to detail Should be a people person, should be patient and understanding as there will always be last-minute emergency tasks that come their way should enjoy a fast-paced day during the busier months, experience working with many, many different personalities Able to work in a remote environment when needed Associate or bachelor's degree in business administration, communication, English or related field preferred Experience with multiple systems and tools: CCH Engagement, Caseware, XCM, ProFX, SurePrep, or similar processing systems preferred Benefits Competitive Compensation and Bonus Plan Flexible, Work from Anywhere Policy (Westborough and hybrid) Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage) Generous and flexible PTO On-staff Leadership and Professional Development Coaching and Training Complimentary Consultations with AAF Wealth Management Wealth Advisors Abundant Learning and Development (CPE) Catalog and Resources Peer-driven and Partner-nominated Awards Team Member Referral Incentives Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes Company Overview AAFCPAs is an accounting company that specializes in tax, consulting, and IT advisory services. It was founded in 1973, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship AAFCPAs has a track record of offering H1B sponsorships, with 6 in 2025, 1 in 2024, 2 in 2023, 4 in 2022, 2 in 2021, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.