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Accounting, Financial Services, Professional Services

Administrative Assistant

Fort Worth, TXHybridFull TimePosted 2 months ago

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Required skills

  • administrative assistant
  • filing
  • travel & expense reports
  • phone support
  • scheduling meetings
  • presentations
  • procedural documentation
  • operation manuals
  • workflow charts
  • gathering raw data

Nice to have

  • legal industry
  • financial industry
  • accounting industries

Role summary

HCVT is seeking an Administrative Assistant to provide general administrative support, including filing, travel and expense reports, and phone support. The role involves acting as a liaison for scheduling meetings, assisting with documentation and presentations, and gathering/analyzing data for reports. Responsibilities also include client onboarding, maintaining legal documents, and managing billing and invoicing. The ideal candidate will have 3+ years of experience, strong Microsoft Office skills, excellent organizational and communication abilities, and a professional demeanor. A background in legal, financial, or accounting industries is a plus. This is a hybrid role based in Fort Worth.

Come for the Challenge. Stay for the Experience.

At Holthouse, 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 Holthouse. 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

Holthouse is a tax, audit, advisory, and business management firm and one of the largest accounting firms in the country. Ranked in the top 30 nationally and the largest based in Los Angeles, Holthouse brings the scale and depth of a national firm together with a high-touch, shareholder-led client experience.

Since 1991, we have served high-net-worth individuals and families, middle-market companies, private equity firms and their portfolio companies across complex financial, tax and business matters. Our teams combine deep technical expertise, specialized knowledge and sharp judgment with direct access, responsiveness and collaboration - giving clients the right expertise and a clear path forward when it matters most.

The firm’s national and global reach is extended by its affiliation with Moore North America, Inc. (MNA) and Moore Global Network Limited, an independent and global accountancy and business advisory network of CPA and financial services firms located throughout the United States and around the globe. Visit hcvt.com to learn more.

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 Holthouse. 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 work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession. 

Hybrid Work

Holthouse currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Your key responsibilities will include, but are 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, qualities and experience you will need:

  • Strong work history with 3+ years of experience as an administrative assistant
  • Background in legal, financial or accounting industries is a plus
  • Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
  • Professional demeanor and ability to interface with the partner group and client personnel
  • 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
  • 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
  • You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

  • Visit the Benefits section to learn more
  • Connect with us:  LinkedIn, Instagram, Facebook, HCVT Website #LI-KT1 #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.

    “Holthouse” is the brand name under which HCVT CPAs LLP and Holthouse LLC and its subsidiaries provide professional services. HCVT CPAs LLP and Holthouse LLC and its subsidiaries practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. HCVT CPAs LLP is a licensed independent CPA firm that provides attest services to its clients, and Holthouse LLC and its subsidiaries provide tax, advisory, and business consulting services to their clients. Holthouse LLC and its subsidiaries are not licensed CPA firms. 

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