Warrendale, Pennsylvania, United States · On-site
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have create…
Skills: Microsoft Office Suite, Excel, Word, Outlook, PowerPoint
Columbus, Ohio, United States · On-site
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have create…
Skills: Tax Return Preparation, Public Accounting, Tax Research, Project Supervision, Verbal Communication
Fort Myers, Florida, United States · On-site
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have create…
Skills: Microsoft Office Suite, Customer Service, Billing, Invoicing, Data Entry
Holmdel Township, New Jersey, United States · Hybrid
$70k–$80k/yr
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have create…
Skills: Adobe Creative Suite, Brand Development, Typography, Color Theory, Visual Hierarchy
Timonium, Maryland, United States · Hybrid
$100k–$150k/yr
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have create…
Skills: Tax Planning, Tax Compliance, Corporate Tax, Partnership Tax, Individual Tax
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Provide comprehensive administrative support including managing records, handling client communications, and typing financial documents. Assist with billing, invoicing, and office facility management to ensure efficient daily operations.
Requires a High School Diploma or GED and proficiency in Microsoft Office Suite. Experience in high-end customer service and billing is preferred, along with a willingness to work overtime during tax season.
HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, 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 and the resources to 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 our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family.
QUALIFICATIONS
High School Diploma or GED required.
High-end customer service experience 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 rest of the year.
Billing/Invoicing experience preferred.
ESSENTIAL FUNCTIONS:
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.
BENEFITS WE OFFER:
Competitive Compensation.
Lucrative New Business & Employee Referral Bonuses.
Anniversary Bonus.
Generous Paid Time Off Policy.
401(k) plan with company match and profit sharing.
Medical, dental, and vision insurance.
Company Paid Life Insurance.
Affordable Short- & Long-Term Disability Insurance.
Affordable Accidental and Critical Illness Insurance.
9 Paid holidays.
Disability Insurance.
Tuition Reimbursement.
Annual Performance Reviews.
And Much More…
Please see the below link for Benefit details:
Tax, Assurance and Advisory
Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.
Offices: 6603 Summit Drive, Canfield, Ohio 44406, US · 1500 Lake Shore Dr, Suite 120, Columbus, Ohio 43204, US · 220 Lake Dr E, Cherry Hill, New Jersey 08002, US · 1000 SE Monterey Commons Blvd., Suite 101, Stuart, Florida 34996, US · 2725 Colonial Ave, Erie, Pennsylvania 16506, US
Tax, Assurance and Advisory
Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.
Offices: 6603 Summit Drive, Canfield, Ohio 44406, US · 1500 Lake Shore Dr, Suite 120, Columbus, Ohio 43204, US · 220 Lake Dr E, Cherry Hill, New Jersey 08002, US · 1000 SE Monterey Commons Blvd., Suite 101, Stuart, Florida 34996, US · 2725 Colonial Ave, Erie, Pennsylvania 16506, US
