Administrative Assistant

HBK CPA; Meadville (Crawford County); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive Compensation

Lucrative New Business & Employee Ref.

Anniversary Bonus

401(k) plan with company match and OS&

Medical, dental, and vision insurance

Life Insurance

Disability Insurance

9 Paid holidays

Tuition Reimbursement

Annual Performance Reviews

Job summary

HBK CPA, a growing Top 50 accounting firm, seeks an administrative professional in Meadville to support tax season workload and daily operations. You’ll handle billing, invoicing, schedule meetings, answer phones, prepare documents, and maintain confidential client records.

The ideal candidate has a high school diploma, strong customer service, proficient in Microsoft Office, and willingness to work overtime during tax season. Experience with STAR Practice Management or CCH Axcess is a plus.

Qualifications

• High School Diploma or GED required.
• High-end customer service experiences 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 year.
• Billing/Invoicing experience preferred.

Responsibilities

• Be prompt, efficient and complete when carrying out tasks.
• 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 confidentiality of all clients and firm business.
• Communicate with supervisors to ensure accurate and efficient work.
• 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 professionally and transfer calls or take messages.
• Open and close office location facility as needed.
• Deliver in-coming mail and collect out-going mail 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 policies.

Skills

Customer service

Microsoft Office

Communication

Confidentiality

Organization

Education

High School Diploma or GED

Tools

STAR Practice Management

CCH Axcess

Job description

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

Growth requires talent, so we continue toseekcapable, 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 andthe resourcesto 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 ourcommunitiesas well as ourclientsand their finances. When we go home at night, we knowwe’vemade something happenforour clients. If you want a career that is all about helping people,you’rethe kind of personwe’relooking for. Please read on to discover if you could see yourself joining the HBKFamily.

QUALIFICATIONS:

• High School Diploma or GEDrequired.
• High-end customer service experiencestronglypreferred.
• Proficient in the Microsoft Office Suite(Excel, Word, Outlook, & PowerPoint).
• Knowledge of STAR Practice Management and CCH Axcess is a plusbut notrequired.
• Willingness to work overtime during tax season, and as needed throughout the rest of theyear.
• Billing/Invoicing experience preferred.

ESSENTIAL FUNCTIONS:

• Be prompt,efficientand complete when carrying out all tasks assigned by supervisors.
• Always be courteous,pleasant,and helpfulto 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 firmbusiness.
• Maintaingood communicationwith supervisors to ensure work is performed accurately and efficiently.
• Effectivelycommunicate and shareinformation with other administrative assistants.
• Type financial statements, tax returns,correspondence,and other projects.
• Assistwith inventory, ordering and receipt of office supplies, internalforms,and checklists.
• Answer phones in a professional manner, providing answers whenpossibleand 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.
• Assistaccounting department in tasks.
• Review tax documents and responses.
• Track payments of firm invoices.
• Assistwith preparation of engagement letters.
• Schedule meetings and appointments/arrange travel.
• Follow firm procedures andcomply withfirm policies as outlined in the Human Resource Manual.

BENEFITS WE OFFER:

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Generous Paid Time OffPolicy.
• 401(k) planwith company matchand profit sharing.
• Medical,dental,andvisioninsurance.
• Company PaidLife Insurance.
• AffordableShort- & Long-TermDisability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 9Paid 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.

Please see the below link for Benefit details:

HBK Benefits