Your key responsibilities will include, but are not limited to, the following:
- Responsible for general administrative tasks such as, filing, travel & expense reports, phone support
- Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel
- Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts
- Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively
- Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections
- Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents
- Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing.
- Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries
To be successful, these are the skills, qualities and experience you will need:
- Strong work history with 3+ years of experience as an administrative assistant
- Background in legal, financial or accounting industries is a plus
- Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
- Professional demeanor and ability to interface with the partner group and client personnel
- High level of personal integrity and professional ethics
- Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors
- Able to work effectively in a dynamic work environment
- Exceptional organizational skills and attention to detail
- Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure
- Forward-thinking with the ability to take initiative and to stay a step ahead
- Demonstrated ability to approach challenges with flexibility and a can-do attitude
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
- 3+ years of experience as an administrative assistant
- Background in legal, financial or accounting industries
- Highly developed skills with Microsoft Office including Word, Excel, Outlook, PowerPoint, Visio and Adobe Acrobat
- Professional demeanor and ability to interface with partner group and client personnel
- High level of personal integrity and professional ethics
- Strong written and verbal communication skills
- Ability to work effectively in a dynamic work environment
- Exceptional organizational skills and attention to detail
- Ability to prioritize and manage multiple projects and work efficiently under pressure
- Forward-thinking with initiative and ability to stay a step ahead
- Flexibility and a can-do attitude
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.
