Administrative Assistant — Financial Services Support

HBK CPA; Warrendale (Allegheny County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) plan with company match

Medical, dental, and vision insurance

Paid Time Off

Life Insurance

Disability Insurance

Tuition Reimbursement

Annual Performance Reviews

Job summary

HBK CPA in Warrendale, PA is seeking a diligent Administrative Assistant to support the accounting team. You will handle front-desk tasks, filing, invoicing, and document preparation, ensuring accuracy and confidentiality.

The role requires strong MS Office skills, attention to detail, and a customer-service mindset. Overtime during tax season is common, with opportunities for growth within HBK's growing firm.

Qualifications

• High School Diploma or GED required.
• 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 year.
• Billing/Invoicing experience preferred.

Responsibilities

• 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.

Skills

Customer service

Billing/invoicing

Willingness to overtime

Education

High School Diploma or GED

Tools

Microsoft Office Suite

STAR Practice Management

CCH Axcess

Job description

HBK CPA in Warrendale, PA is seeking a diligent Administrative Assistant to support the accounting team. You will handle front-desk tasks, filing, invoicing, and document preparation, ensuring accuracy and confidentiality.

The role requires strong MS Office skills, attention to detail, and a customer-service mindset. Overtime during tax season is common, with opportunities for growth within HBK's growing firm.