Overview

Herbein Company, Inc. (Herbein) is a leading CPA advisory firm whose professionals specialize in creating impact for clients, helping them succeed with confidence today and tomorrow. With 13 U.S. locations, and one in the Philippines, Herbein is an independent member of Allinial Global, an accounting firm association of legally independent accounting and consulting firms with offices in North America and throughout the world.

We have an immediate opening for a full time Receptionist Administrative Support Specialist to provide general administrative support and customer service to our clients and visitors. A professional demeanor and excellent communications skills are required.

• Office hours are Monday thru Friday, 8:00 am to 5:00 pm.
• Overtime and Saturday hours may be required February through April during tax season.

Responsibilities/Qualifications

• Welcome and greet visitors.
• Communicate with clients and visitors to ensure that the firm is represented in a professional manner.
• Answer, screen, and transfer phone calls for the accountants - providing timely messages to ensure quick follow up.
• Handle incoming and outgoing mail and packages. Ensure mail and UPS packages are ready at appropriate times.
• Prepare engagement letters and invoices.
• Assist with processing and assembly of clients' tax returns and IRS Forms W-2 and 1099.
• Create reports in XCM tax software.
• Proofread documents.
• Correct and update client information in Client Manager software.
• Assist in the receiving, stocking, maintaining and distribution of office supplies.
• Maintain accurate files, including electronic files using software such as CCH Axcess Document and Engagement.
• Ensure reception area, kitchen and copy room are tidy and presentable, supplies to be restocked as needed.
• Handle copier and printer maintenance calls as needed.
• Plan and execute corporate events, meetings, and firm celebrations.

Additional Details

Requirements

• High school diploma required. 
• Associate degree, technical school education and/or equivalent experience is preferred.
• Intermediate to advanced skills with Microsoft Office (Outlook, Word, Excel and PowerPoint).
• Prior experience working in a public accounting or professional services firm is desired.
• Prior experience working with CCH Axcess Accounting software (Document, Engagement, Tax Prep, Time Entry, etc.) is preferred.
• Excellent verbal and written communication skills.
• Strong ability to grasp new software programs quickly and with a high degree of accuracy.
• 2 years of experience working in a busy office setting with a primary focus in receptionist duties and use of phone software.
• Must have demonstrated experience providing excellent customer service, be client focused and collaborative.
• Must have strong organizational skills.
• Must have a willingness to be flexible, take on additional duties as needed and learn new tasks.
• Must be able to work independently and part of a team with minimal supervision.
• Ability to work overtime and Saturdays during busy season.

Highlights of Our Rewards Programs:

• Competitive Salary
• Immediate eligibility for medical, dental, vision, and disability insurances
• 401(k) participation with profit sharing contributions
• Paid Parental Leave 
• Generous Vacation time, Sick time, 9 paid holidays Plus 3 "Experience Days" (personal days)
• Summer Fridays Off Program (paid)

 Valuing our Employees:

• Genuine concern for employees’ work / life management
• Flexible work schedules
• Firm sponsored and paid events to spend time having fun and enjoying our co-workers
• Programs to provide employee recognition for service and work well done

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.