Your key responsibilities will include, but are not limited to, the following:
- Prepare, format, and proofread presentations, proposals, engagement letters, client correspondence, procedural documentation, and workflow materials.
- Serve as a liaison between partners and internal/external contacts, handling confidential client and firm information with discretion and sound judgment.
- Support client onboarding and maintenance, including preparation of engagement letters, billing reports, and invoicing.
- Support business development efforts, including formatting proposals and assembling bios and client correspondence.
- Maintain knowledge of firm policies and procedures; respond to, refer, or direct incoming requests and inquiries as appropriate.
- Monitor tax return status, key deadlines, and outstanding documentation; communicate follow-up items to partners, staff, and clients.
- Manage calendars, scheduling, and meeting coordination across internal and client stakeholders.
- Perform general administrative tasks including filing, travel and expense reporting, and phone support.
To be successful, these are the skills, qualities and experience you will need:
- Strong work history with a minimum of five (5) years of experience as an administrative assistant or in executive level support.
- A high level of personal integrity and professional ethics.
- Professional demeanor with the ability to communicate confidently and effectively with partners, clients, internal teams, and external advisors.
- Excellent written and verbal communication skills, including strong proofreading, editing, and formatting capabilities.
- Ability to thrive in a deadline-driven, high-volume environment with shifting priorities.
- Exceptional organizational skills and attention to detail.
- Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure.
- Highly developed skills with Microsoft Office including Word, Excel, Outlook, PowerPoint, and Adobe Acrobat.
- Strong interpersonal skills; a team player.
- Forward-thinking self-starter with the ability to anticipate needs, take initiative, ask appropriate questions, and follow through independently.
- Flexible, proactive, and solutions-oriented, with a positive “can-do” attitude.
- Background in Legal, Financial, or Accounting industries preferred.
- Ability to work onsite in the West Los Angeles office four days per week.
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
- Visit the Benefits section to learn more
Skills Required
- Minimum five (5) years of experience as an administrative assistant or in executive level support.
- High level of personal integrity and professional ethics.
- Professional demeanor with ability to communicate confidently and effectively with partners, clients, and teams.
- Excellent written and verbal communication skills, including strong proofreading, editing, and formatting capabilities.
- Ability to thrive in a deadline-driven, high-volume environment with shifting priorities.
- Exceptional organizational skills and attention to detail.
- Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure.
- Highly developed skills with Microsoft Office including Word, Excel, Outlook, PowerPoint, and Adobe Acrobat.
- Strong interpersonal skills; a team player.
- Forward-thinking self-starter with ability to anticipate needs, take initiative, ask appropriate questions, and follow through independently.
- Flexible, proactive, and solutions-oriented, with a positive can-do attitude.
- Ability to work onsite in the West Los Angeles office four days per week.
- Background in Legal, Financial, or Accounting industries.
What We Do
We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com. If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.









