Financial Administrative Assistant — Growth & Impact

HBK CPA; Florida; On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Competitive Compensation

Lucrative New Business & Employee Ref.

Anniversary Bonus

401(k) plan with company match and tax

Medical, dental, and vision insurance

Job summary

HBK is seeking an organized administrative assistant in Florida to support tax season and year-round office operations. You will manage records, prepare financial documents, answer phones, process invoices, and assist accounting with engagement letters.

The role requires a High School Diploma or GED, strong Microsoft Office skills, and a client-focused approach. We value reliability, confidentiality, and the ability to work overtime as needed during peak periods.

Qualifications

• High School Diploma or GED required.
• High-end customer service experiences 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 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.

Skills

Customer service

Microsoft Office

Office administration

Communication

Billing/Invoicing

Overtime flexibility

Education

High School Diploma or GED

Tools

STAR Practice Management

CCH Axcess

Microsoft Office Suite

Job description

HBK is seeking an organized administrative assistant in Florida to support tax season and year-round office operations. You will manage records, prepare financial documents, answer phones, process invoices, and assist accounting with engagement letters.

The role requires a High School Diploma or GED, strong Microsoft Office skills, and a client-focused approach. We value reliability, confidentiality, and the ability to work overtime as needed during peak periods.