Location: Worcester, MA (in office)

About Us: Cunningham & Associates is a leading private tax firm dedicated to providing exceptional service and exorbitant value to our clients. Our team is committed to excellence, professionalism, and creating a welcoming environment for both our clients and employees. We believe in fostering a collaborative and supportive workplace where everyone can thrive to their full potential. 

Job Description: We are seeking a dynamic and detail-oriented Office Administrator to join our team. The ideal candidate will be responsible for managing office operations, supporting our financial systems, and ensuring a smooth workflow within the office. If you are organized, proactive, and emanate an indelible desire to delight each and every client, we want to hear from you!

Job Benefits:

• Competitive starting salary with regular review opportunities.
• Comprehensive health, dental, and retirement benefits packages.
• Opportunities for professional growth through job enlargement and a clearly defined career advancement path.
• Access to extensive internal and external training programs.
• Reimbursement for continuing education and professional certifications.
• Potential for increased earnings through performance incentives, profit-sharing, and achievement-focused goal programs.
• Supportive team environment with an engaging and inclusive company culture.

Key Responsibilities:

• Oversee day-to-day office operations, including answering phones, scheduling appointments, and greeting clients.
• Assist with client communications, including emails, phone calls, and follow-ups.
• Prepare and organize client files, ensuring all documentation is accurate and up-to-date.
• Support financial systems with administrative tasks such as data entry, report generation, and document preparation.
• Administer accounts receivable, including customer invoices, payments, and bank deposits.
• Administer accounts payable, including company expenses and bill payments.
• Assist with company financial reconciliations on a weekly, monthly, quarterly, and annual basis.
• Coordinate meetings and events, including booking venues and arranging catering.
• Maintain office supplies and equipment, ensuring everything is in stock and working order.
• Sustain polished and well-kept office space, including kitchenette and other common areas.
• Handle confidential information with discretion and professionalism.
• Perform other administrative duties as needed to support the team.

Core Qualifications:

• Strong organizational and multitasking abilities to executive office tasks efficiently.
• Excellent verbal and written communication skills to interact effectively with colleagues, clients, and vendors.
• Ability to work independently or collaborate amongst a team.
• Proficient with productivity tools including the Microsoft Office and Gmail Suites; must be comfortable working with spreadsheets.
• Strong interpersonal skills to build positive relationships within the team and with clients.
• Able to identify and resolve issues or problems promptly and effectively.
• Capable of handling sensitive information with discretion and preserving confidentiality.
• Attentive to detail to ensure accuracy in tasks such as data entry, scheduling, and document preparation.
• Adaptive and flexible to changing priorities and business needs.
• Operate with a continuous improvement mindset, always looking for ways to improve at the individual, team, customer, and organization levels.

Location: Worcester, MA (in office)

About Us: Cunningham & Associates is a nationally recognized Tax Advisory Firm based in Worcester, MA, with over 30 years of experience providing top-tier advisory services for small to mid-sized businesses and high net worth individuals. At C&A we create measurable value for our clients through proactive tax planning and strategy. We serve as holistic strategic advisors, helping our clients reduce their taxes and navigate the complexities of their financial landscapes.

Position Overview: We are seeking a highly motivated and results-driven Business Development Representative (BDR) to join our team. This role is designed for an individual who thrives in a fast-paced environment and enjoys building relationships while actively contributing to the growth of the firm. Unlike other BDR roles, you will be responsible for not only sourcing new clients but also playing an integral role throughout the entire sales process until the business is closed.

Key Responsibilities:

• Prospecting and Lead Generation: Identify and reach out to new business opportunities, targeting decision-makers such as executives at small to mid-sized companies and high net worth individuals.
• Outreach and Communication: Execute personalized outreach to engage with prospects, with a focus on building relationships and uncovering their needs.
• Sales Meetings: Schedule and host meetings with potential clients to understand their challenges, present our value proposition, and move prospects through the sales process.
• Proposal Creation: Write and present tailored proposals to prospective clients and guide them through decision-making.
• Sales Funnel Management: Effectively manage prospects and pipeline, ensuring timely follow-ups, closing deals, and maintaining a high conversion rate.
• Collaboration: Work closely with senior advisors and team members to ensure seamless transitions from prospecting to client onboarding.

Core Qualifications:

• 1-3 years of sales experience is preferred, preferably in B2B or financial services.
• Strong communication skills, both written and verbal, with the ability to hold impactful conversations with high-level executives.
• Self-starter with a proactive approach and the ability to think on your feet.
• Confidence in handling rejection and remaining persistent while reaching out to new prospects.
• Comfort with value-based selling and explaining complex concepts in an easily understandable way.
• A strong desire for career advancement, personal growth, and professional development.
• Ability to thrive in a fast-paced, target-driven environment.
• Bachelor's degree is preferred, but not required.

Location: Worcester, MA (in office)

About Us: Cunningham & Associates is a leading private tax firm dedicated to providing exceptional service and exorbitant value to our clients. Our team is committed to excellence, professionalism, and creating a welcoming environment for both our clients and employees. We believe in fostering a collaborative and supportive workplace where everyone can thrive to their full potential. 

Job Description: We are seeking a motivated and detail-oriented Entry-Level Tax Accountant to join our team. This role is an excellent opportunity for recent graduates or individuals starting their career in accounting. The ideal candidate will support our tax team, assist with essential accounting functions, and contribute to delivering exceptional service to our clients. If you are eager to learn, highly organized, and passionate about helping clients succeed, we want to hear from you!

Job Benefits:

• Competitive starting salary with regular review opportunities.
• Comprehensive health, dental, and retirement benefits packages.
• Opportunities for professional growth through job enlargement and a clearly defined career advancement path.
• Access to extensive internal and external training programs.
• Reimbursement for continuing education and professional certifications.
• Potential for increased earnings through performance incentives, profit-sharing, and achievement-focused goal programs.
• Supportive team environment with an engaging and inclusive company culture.

Key Responsibilities:

• Assist in preparing and filing accurate tax returns for individuals and businesses, ensuring compliance with applicable laws and regulations.
• Compute taxes owed, identify potential deductions or credits, and resolve discrepancies.
• Maintain organized and up-to-date financial records, ensuring accuracy and compliance with reporting standards.
• Support the tax team in researching and interpreting tax laws to provide accurate advice to clients.
• Analyze financial data and reports to identify trends and areas for improvement.
• Collaborate with team members to implement and maintain effective accounting and recordkeeping systems.
• Assist with developing budgets and preparing periodic financial reports comparing projected and actual expenses.
• Contribute to the preparation of financial statements, ensuring completeness and adherence to procedural standards.
• Participate in internal and external auditing processes as required.
• Provide general support to the accounting team and management as needed

Qualifications and requirements

• A four-year bachelor’s degree;
• Ability to use logic and reason to identify the strengths and weaknesses of alternative solutions;
• Ability to identify complex problems and reviewing related information to develop and evaluate options and implement solutions.

Competencies

• Attention to Detail — Job requires being careful about detail and thorough in completing tasks.
• Integrity — Job requires being honest and ethical.
• Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
• Analytical Thinking — The job requires analyzing information and using logic to address work-related issues and problems.
• Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.