Administrative Assistant — Growth‑Oriented Firm

HBK CPAs & Consultants; Town of Florida (NY); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Competitive Compensation

Employee Referral Bonuses

401(k) plan with match

Medical, dental, and vision insurance

Tuition Reimbursement

Job summary

HBK CPAs & Consultants is seeking dedicated professionals to join our dynamic team in financial services. A high school diploma or GED is required along with a strong preference for high-end customer service experience. Proficiency in Microsoft Office Suite is critical.

The role involves managing client records, preparing invoices, and maintaining confidentiality. We offer competitive compensation, generous paid time off, and a supportive work environment.

Qualifications

• High-end customer service experience strongly preferred.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
• Willingness to work overtime during tax season and as needed.

Responsibilities

• Be prompt, efficient and complete in tasks.
• Maintain strict confidentiality of all clients and firm business.
• Type financial statements, tax returns, correspondence, and other projects.
• Prepare invoices and obtain approvals.

Skills

High-end customer service

Microsoft Office Suite

Billing/Invoicing

Education

High School Diploma or GED

Tools

STAR Practice Management

CCH Axcess

Job description

HBK CPAs & Consultants is seeking dedicated professionals to join our dynamic team in financial services. A high school diploma or GED is required along with a strong preference for high-end customer service experience. Proficiency in Microsoft Office Suite is critical.

The role involves managing client records, preparing invoices, and maintaining confidentiality. We offer competitive compensation, generous paid time off, and a supportive work environment.