Administrative Assistant

HBK CPA • Fort Myers, FL

18d • Onsite

About The Position

HBK is growing and seeking capable, dedicated professionals to join our dynamic team. We offer unique career path support and resources for success. We are entrepreneurs working with entrepreneurs, focusing on consulting and influencing our communities and clients' finances. If you want a career focused on helping people, you're the kind of person we're looking for. Join the HBK Family as our newest Administrative Assistant.

Requirements

• High School Diploma or GED required.
• Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
• Willingness to work overtime during tax season, and as needed throughout the rest of the year.

Nice To Haves

• High-end customer service experience strongly preferred.
• Knowledge of STAR Practice Management and CCH Axcess is a plus but not required.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED