Administrative Assistant

Posted 6 Days Ago
Be an Early Applicant
Fort Worth, TX
Hybrid
Senior level
Financial Services
The Role
As an Administrative Assistant, you'll handle general administrative tasks, assist with client onboarding and maintenance, develop strategies for raw data analysis, and maintain communication with various stakeholders. The role requires strong organizational skills and the ability to work effectively in a dynamic environment.
Summary Generated by Built In

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

 

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

 

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

 

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.

 

Hybrid Work

At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.


Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you! 


Additional Information:

This position requires 2-3 days per week in the office.

The initial Zoom video screen will be conducted by a recruiter. The second round of interviews will be conducted in-person at the Fort Worth office.

As an Administrative Assistant in the Fort Worth office, you will be responsible for, but 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 and experience you will need:

  • Strong work history with a minimum of five (5) years of experience as an administrative assistant
  • Professional demeanor and ability to interface with the partner group and client personnel
  • A 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
  • Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
  • Strong interpersonal skills; a team player
  • Must be assertive and able to speak up when necessary and ask questions as appropriate
  • 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
  • Background in Legal, Financial or Accounting industries would be ideal

Connect with us: 

LinkedIn, Instagram, Facebook, HCVT Website


#LI-AM1

#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.

 

Top Skills

Adobe Acrobat
Excel
MS Office
Outlook
Power Point
Visio
Word
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The Company
HQ: Los Angeles, CA
683 Employees
On-site Workplace
Year Founded: 1991

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.

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