Administrative Assistant

Job Title: Assistant Administrative

Location: Katy and Richmond TX

Job Type: Full-time

About Us:

We are a professional tax and accounting firm that utilizes licensed professionals to provide value to individuals and businesses throughout the United States. We offer a broad range of accounting firm services. Through dedication to the three underlying principles of professionalism, responsiveness & quality, we are committed to providing outstanding service to our clients. We are seeking a detail- oriented and organized Administrative Assistant to support our team.

Job Summary:

The Assistant Administrative plays a key role in ensuring the smooth day-to-day operations of the firm.

This position supports the firm's Tax team with clerical tasks, scheduling, client communication, and maintaining organized records. The ideal candidate will be proactive, professional, trustworthy and able to multitask effectively in a fast-paced environment.

Key Responsibilities:

 Clerical Support: Assist with general office duties, including answering phones, responding to emails, and greeting clients.

 Data Entry: Input and manage client data, financial records, and other important documents.

 Scheduling: Coordinate appointments and meetings for accountants and licensed professionals.

 Document Management: Maintain an organized filing system for physical and electronic

records, including tax forms, financial reports, and correspondence.

 Client Communication: Serve as a liaison between clients and accountants by handling inquiries, following up on documents, and ensuring all client needs are met.

 Billing and Invoicing: Assist with preparing and sending invoices to clients, following up on

outstanding payments, and updating billing records.

 Office Coordination: Order office supplies, maintain office equipment, and ensure the office

environment is professional and organized.

 Project Assistance: Help with special projects, including preparing reports, organizing client files, and assisting during tax season or audit preparation.

Qualifications:

 Education: High school diploma or equivalent required; Associate Degree or business school

coursework preferred.

 Experience: Previous experience in an administrative or office support role, ideally in an

accounting, tax or financial services setting.

Skills:

o Proficient in Microsoft Office Suite (Word, Excel, Outlook).

o Excellent organizational skills and attention to detail.

o Strong written and verbal communication skills.

o Ability to multitask and prioritize tasks in a fast-paced environment.

o Familiarity with accounting software (e.g., QuickBooks, Xero) is a plus.

o Professional demeanor and strong client-service orientation.

o Proficient in Tax Software

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• Is your resume up-to-date?
• What's your current zip code?

Experience:

• QuickBooks: 1 year (Preferred)
• Administrative Assistant: 3 years (Preferred)

Language:

• Spanish (Preferred)
• Fluent English (Required)

Work Location: In person

Salary : $18 - $20