Administrative Support Specialist

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:

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 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.

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.