Administrative Assistant

HBK CPAs & Consultants; Holmdel Township (NJ); On-site; USD 41,328 - 44,083; Full time

Benefits offered by this job

Competitive Compensation

401(k) plan with company match

Medical, dental, and vision insurance

Generous Paid Time Off Policy

Job summary

HBK CPAs & Consultants, located in Holmdel Township, NJ, seeks dedicated professionals for financial services roles. Applicants must have a High School Diploma or GED, and customer service experience is preferred. This position requires proficient use of Microsoft Office Suite and willingness to work overtime during tax season.

The firm offers comprehensive benefits including competitive compensation, 401(k) with match, medical insurance, and paid time off. Candidates interested in a dynamic and supportive environment are encouraged to apply.

Qualifications

• High School Diploma or GED required.
• High‑end customer service experience strongly preferred.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
• Knowledge of STAR Practice Management and CCH Axcess is a plus but not required.
• Willingness to work overtime during tax season, and as needed throughout the rest of the year.

Responsibilities

• Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
• Always be courteous and helpful to clients and colleagues.
• Maintain a neat and organized work environment.
• Manage records and files in an organized manner.
• Type financial statements, tax returns, and other projects.

Skills

High‑end customer service experience

Proficient in Microsoft Office Suite

Knowledge of STAR Practice Management

Billing/Invoicing experience

Education

High School Diploma or GED

Job description

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high‑net‑worth individuals and those who are owners of small and mid‑size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family.

Qualifications

• High School Diploma or GED required.
• High‑end customer service experience strongly preferred.
• Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
• Knowledge of STAR Practice Management and CCH Axcess is a plus but not required.
• Willingness to work overtime during tax season, and as needed throughout the rest of the year.
• Billing/Invoicing experience preferred.

Essential Functions

• Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
• Always be courteous, pleasant, and helpful to clients and colleagues.
• Maintain a neat and organized work environment.
• Manage records and files in an organized manner.
• Maintain strict confidentiality of all clients and firm business.
• Maintain good communication with supervisors to ensure work is performed accurately and efficiently.
• Effectively communicate and share information with other administrative assistants.
• Type financial statements, tax returns, correspondence, and other projects.
• Assist with inventory, ordering and receipt of office supplies, internal forms, and checklists.
• Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed.
• Open and close office location facility when needed.
• Deliver all in‑coming mail and collect out‑going mail in time for daily delivery.
• Prepare invoices and obtain approvals.
• Assist accounting department in tasks.
• Review tax documents and responses.
• Track payments of firm invoices.
• Assist with preparation of engagement letters.
• Schedule meetings and appointments/arrange travel.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.

Benefits We Offer

• Salary Range: $30-$32/hour

The compensation information is a good faith estimate only. It is based on what a successful applicant might be paid in accordance with applicable state laws. The actual base salary a successful candidate will be offered within this range will vary based on factors relevant to the position, as well as geography of the selected candidate.

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Generous Paid Time Off Policy.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• Affordable Short- & Long-Term Disability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 9 Paid holidays.
• Disability Insurance.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And much more.

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.