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Technology Consultant
Braintree, MA

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O'Brien Riley & Ryan CPA

Technology and Operations Analyst

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Job Description

About O'Brien, Riley & Ryan, CPA O'Brien, Riley & Ryan, CPA is a team of more than 20 professionals serving high-net-worth individuals, trusts and estates, real estate investors and closely held businesses, with returns filed in more than 40 states. The firm and its predecessors have served clients for more than 60 years, on three principles: professionalism, responsiveness and quality. We are in the middle of a full transformation into a next-generation professional services firm. That means one practice management platform for every client, hosted systems, a modern client portal, and AI built into how we work every day. We use Claude and comparable AI tools to research, draft, review and automate, so our people spend their time on judgment and client relationships rather than manual work. We are moving into a brand-new, state-of-the-art 5,000 square foot headquarters at Braintree Hill Office Park. Our clients come to us for tax compliance, year-round tax planning and advisory programs, and fiduciary and estate work. If you want to help build a modern firm rather than maintain an old one, we would like to hear from you. The role We are implementing new systems across the firm and moving into a new headquarters, and we need the person who keeps our technology and office running so our professionals never wait on either. You will own user access, vendor support and documentation across our systems, and run day-to-day office operations. You will report to our Tax Managers. What you will do Set up and remove user access across Microsoft 365, Verito hosted desktops, TaxDome and UltraTax CS, with multifactor sign-in on every account Keep a technology runbook current: every system, administrator account, vendor contact and renewal date Work support tickets with our technology vendors through to closure Manage Zoom Phone users, laptops and office equipment, with new hires ready on day one Run office operations: mail, checks and deposits daily, and vendor bills to accounts payable weekly Use Claude or comparable AI tools to automate manual work in Microsoft 365 and office processes, and to keep documentation current What you bring (required) Three or more years of office administration or IT support, ideally in a professional services firm Microsoft 365 administration: users, licenses, multifactor sign-in, Teams and SharePoint Comfort supporting hosted desktops, remote access and cloud applications Daily use of AI tools to get more out of the systems you support Clear writing, including vendor tickets a vendor can act on, and discretion with confidential records and credentials Preferred Experience in a CPA firm with TaxDome, UltraTax CS or CCH Microsoft 365 or CompTIA certification Automation with Power Automate, Zapier or similar tools QuickBooks Online and accounts payable experience Our technology Microsoft 365, TaxDome practice management and client portal, UltraTax CS on Verito hosted desktops, Zoom Phone, QuickBooks Online, and Claude as our AI platform. Pay and benefits $70,000 base salary plus an annual bonus of 10% of base Full benefits package: medical insurance from the first of the month after your start date, and a 401(k) with an employer match after three months of service Full time in our new Braintree headquarters Start in November or December 2026 The position is with O'Brien, Riley & Ryan, CPA. Our employer of record is State Street Business Services LLC. O'Brien, Riley & Ryan, CPA is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status or any other characteristic protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Pay:
$70,000.00 per year
Benefits:
401(k) 401(k) matching Health insurance Application Question(s): Describe a task you now do with AI. What did it replace, how do you check the output, and what time did it save?
Experience:
office administration or IT support: 3 years (Required) Ability to
Commute:
Braintree, MA 02184 (Required)
Work Location:
In person

Benefits

  • 401(k) Plans
  • Health Insurance
  • Dental Insurance
  • Other Retirement and Savings