Administrative Assistant

Holthouse Carlin & Van Trigt LLP; Fort Worth (TX); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Holthouse Carlin & Van Trigt LLP in Fort Worth is seeking a skilled Administrative Assistant to support partners and multiple client teams. You will manage filing, scheduling, billing reports, and prepare engagement letters, with a focus on accuracy and timely communications.

The role requires 3+ years in an administrative capacity, ideally with legal, financial, or accounting exposure, and strong MS Office skills. A professional demeanor and keen attention to detail are essential.

Qualifications

• 3+ years of experience as an administrative assistant.
• Background in legal, financial or accounting industries is a plus.
• Proficiency in Microsoft Office including Word, Excel, Outlook, PowerPoint, Visio and Adobe Acrobat.

Responsibilities

• General administrative tasks such as filing, travel & expense reports, phone support.
• Liaise with Fort Worth professionals to schedule meetings with clients or outside advisor personnel.
• Assist with presentations, procedural documentation, operation manuals, and workflow charts.
• Gather raw data from various sources and develop reports and visualizations to communicate findings.
• Maintain client onboarding and billing reports, including engagement letters and invoicing.

Skills

Administrative experience

Strong communication

Professional demeanor

Highly organized

Attention to detail

Tools

Word

Excel

Outlook

PowerPoint

Visio

Adobe Acrobat

Job description

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Your key responsibilities will include, but are not limited to, the following:

• Responsible for general administrative tasks such as, filing, travel & expense reports, phone support
• Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel
• Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts
• Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively
• Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections
• Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents
• Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing.
• Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries

To be successful, these are the skills, qualities and experience you will need:

• Strong work history with 3+ years of experience as an administrative assistant
• Background in legal, financial or accounting industries is a plus
• Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
• Professional demeanor and ability to interface with the partner group and client personnel
• High level of personal integrity and professional ethics
• Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors
• Able to work effectively in a dynamic work environment
• Exceptional organizational skills and attention to detail
• Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure
• Forward-thinking with the ability to take initiative and to stay a step ahead
• Demonstrated ability to approach challenges with flexibility and a can-do attitude

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits sectionto learn more

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

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#LI-Hybrid

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