Office Assistant

Focus. Clarity. Commitment.

HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and valuation 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!

The Office Assistant is expected to work in the office at least three days a week (Monday and two other days may vary).

Additional in-office days are required on the following dates: April 1-15, September 1-15, and October 1-15.

The Office Assistant is also expected to work overtime and on weekends during tax seasons March/April and September/October and as circumstances require.

As an Office Assistant supporting the Long Beach office, you will be responsible for, but not limited to, the following:

• Responsible for the efficient operation of the Long Beach office assisting the Office Manager with facility issues, scheduling deliveries, ordering supplies, and overall office organization.
• Handle general administrative tasks: scanning, phone support, greeting visitors, presentation material preparation, and correspondence, as needed,
• Process mail, scanning mail to staff and highlight action or important items, and respond to inquiries as necessary, creating certified and FedEx mail.
• Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing, with some tax processing.
• Plan periodic on-site meetings and trainings, which include preparing agendas, coping presentations, and coordinating meal catering and delivery.
• Maintain knowledge of Firm policies and procedures and answering, refer or directing requests and inquiries to the appropriate staff.
• Cover administrative assistant duties as needed.

To be successful, these are the skills and experience you will need:

• Minimum of 3 years of relevant experience
• High attention to detail with the ability to meet deadlines
• Proficient in MS Office Suite; billing software experience preferred
• Strong communication skills both written and verbal
• Team player attitude with proven people skills
• Available for seasonal overtime to meet billing deadlines

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 $50,000 to $53,000.

Connect with us: 

LinkedIn, Instagram, Facebook, HCVT Website

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