Hybrid Administrative Support Specialist bei Herbein + Company, Inc

Description

We are currently recruiting for a full time Administrative Support Specialist for our Reading, PA office.

Responsibilities:

• Prepare and assemble individual and business tax return packages
• Organize, scan, and electronically file tax and financial documents using firm systems
• Proofread and format tax returns, financial statements, and correspondence for accuracy and consistency
• Track document progress and coordinate with professional staff for finalization
• Maintain and update client records and files (physical and electronic) using systems such as CCH Axcess, Document, and Engagement
• Compile and review source documents  (e.g., invoices, expense reports) for completeness; prepare summary reports for review
• Provide general administrative support: printing, scanning, copying, mail handling
• Assist with ad hoc tasks and document preparation as needed during busy periods
• Occasionally deliver priority mail  to the post office
• Work extended hours as required during tax season and peak times

Requirements

Qualifications

Required:

• Associate degree required; bachelor’s degree preferred
• Minimum 2 years of office experience in an administrative or document-processing role
• Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint)
• Exceptional attention to detail and organizational skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced setting
• Professional demeanor with a strong  sense of confidentiality
• Excellent written and verbal communication skills

Preferred:

• Experience in a public accounting or professional services firm
• Familiarity with CCH Axcess, ProSystem fx, or similar tax/accounting software
• Knowledge of general accounting and  tax terminology
• Experience assembling tax returns (individual and business)

Why Join Us?

· Exciting Growth: Be part of a rapidly expanding Top 100 Accounting Firm where your contributions make a significant impact. Our growth provides ample opportunities for career advancement and professional development.

· Diverse Clients: Work with a diverse range of clients, from small businesses to large corporations, across various industries.

· Innovative Environment: We embrace the latest technologies and methodologies to ensure our team is always ahead of the curve.

· Collaborative Culture: Join a team that values collaboration, continuous learning, and mutual respect. We believe in fostering a positive and inclusive work environment.

· Valuing our Employees: Genuine concern for employees’ work / life management, flexible work schedules and employee recognition programs.

Highlights of Our Rewards Programs:

· Competitive Salary

· Immediate eligibility for medical, dental, vision, and disability insurance

· 401(k) 

· 4 Weeks of Parental Leave

· Unlimited vacation with a minimum of 15 vacation days per year

· Generous Sick time, 9 Holidays, 3 Personal days

· Summer Fridays-Fridays off from Memorial through Labor Day

Herbein + Company, Inc. and its subsidiaries are equal opportunity employers. All applicants will be considered on the merits of their knowledge, skills, and abilities for employment without attention to race, color, religion, gender, sexual orientation, gender expression, national origin, veteran, or disability status.