Financial Services Administrative Assistant — Client-Focused

HBK CPAs & Consultants; Warrendale (Allegheny County); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Bonuses for new business & referrals

Anniversary bonus

Generous PTO

Job summary

HBK CPAs & Consultants is seeking an administrative assistant to support our tax and accounting services. You will handle client calls, prepare invoices, and type financial documents with accuracy, while maintaining confidentiality and organization across the office.

The role requires high school diploma, strong Microsoft Office skills, and willingness to work overtime during tax season. Experience with STAR Practice Management or CCH Axcess is a plus, with a supportive team and growth

Qualifications

• High-end customer service experience preferred.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Knowledge of STAR Practice Management and CCH Axcess is a plus.

Responsibilities

• Answer phones professionally and transfer calls or take messages.
• Type financial statements, tax returns, and correspondence.
• Prepare invoices and obtain approvals.
• Assist accounting department and review tax documents.
• Schedule meetings and arrange travel.
• Follow firm procedures and HR policies.

Skills

Customer service

MS Office proficiency

Education

High School Diploma or GED

Tools

STAR Practice Management

CCH Axcess

Microsoft Office Suite

Job description

HBK CPAs & Consultants is seeking an administrative assistant to support our tax and accounting services. You will handle client calls, prepare invoices, and type financial documents with accuracy, while maintaining confidentiality and organization across the office.

The role requires high school diploma, strong Microsoft Office skills, and willingness to work overtime during tax season. Experience with STAR Practice Management or CCH Axcess is a plus, with a supportive team and growth