Job Description
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
- 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
Requirements - 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
- Work extended hours as required during tax season and peak times
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 firm where your contributions make a significant impact. Our growth provides ample opportunities for career advancement and professional development. We are an IPA Top 100 Firm.
- 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.
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.
Job Tags
Full time, Work at office,