Focus. Clarity. Commitment. HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches. At HCVT, we are different. We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues for businesses and individuals is what we do. How we do it is what sets us apart from other accounting firms. As part of the HCVT team, you will be challenged and you will be surrounded by colleagues who will support your desire to learn and grow. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting. Join HCVT and be a part of a forward-moving organization! This position is hybrid with 2-3 days in the Encino office per week.
The Administrative Assistant will be responsible for administrative support to the tax leadership team. Responsibilities will include, but are not limited to, the following:
Handle general administrative tasks for the leadership team: correspondence, filing, database work, calendar maintenance
Act as a liaison for team members, schedule meetings and calls with clients or outside advisor personnel
Process mail, highlight action or important items, attach relevant files or information, and respond to inquiries as necessary
Client onboarding and maintenance, including preparation of engagement letters, set-up in time and billing system, preparing billing reports, and invoicing
Proactively follow up with clients to ensure timely collections
Oversee client project tracker and tax return processing (ensure returns are submitted, processed, and accepted by the relevant agency)
Maintain knowledge of Firm policies and procedures and answering, refer or directing requests and inquiries to the appropriate people
Various other duties as assigned
To be successful, these are the skills and experience you will need:
Strong work history with 3+ years of related experience
Excellent written and oral communication skills
Intermediate level or higher proficiency in MS Word, Excel, Outlook; Power Point & Adobe Acrobat a plus
Professional demeanor and ability to interface with partners, managers and clients
A high level of personal integrity and professional ethics
Strong interpersonal skills; a team player
Must be assertive and able to speak up when necessary and ask questions as appropriate
Demonstrated ability to approach challenges with flexibility and a “can-do" attitude
Superior organizational skills with an exceptional 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
Experience in public accounting or other professional services firm (law firm, consulting, banking) - preferred
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $65,000-$83,000 plus overtime. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website #LI-CC1#LI-Hybrid The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
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