Office Administrative Assistant

Brittany Lopez CPA PC; The Woodlands (TX); Sur place; USD 38 000 - 45 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Paid Time Off (PTO)

401(k) Retirement Plan

Company-Paid Life Insurance

Short-Term Disability

Supplemental Insurance Options

Employee Wellness Plan

Résumé du poste

The Woodlands, TX-based Brittany Lopez CPA PC is seeking a detail-oriented Office Administrative Assistant to join our small, collaborative team. This on-site role supports daily operations, handles calls, greets clients, schedules appointments, maintains files, and assists with clerical tasks in a professional environment.

You will work closely with the accounting team, manage calendars, coordinate meetings, and contribute to a smooth client experience.

Qualifications

• Strong Administrative Assistance and Clerical Skills including scheduling, filing, and document management.
• Professional Phone Etiquette and clear communication with clients and team members.
• Proficiency with office software and basic data entry.
• High attention to detail, accuracy, and confidentiality with client information.
• Ability to prioritize tasks, manage time effectively, and work independently in a fast-paced environment.
• Prior experience in a professional services, accounting, or tax firm environment is beneficial.
• High school diploma or equivalent required; further education or relevant certifications in office administration are a plus.

Responsabilités

• Answer phones and greet visitors; route inquiries as needed.
• Schedule appointments and maintain calendars.
• Maintain organized electronic and physical files; prepare documents.
• Assist with client intake and data collection; ensure accuracy.
• Coordinate calendars for firm leadership; organize meetings.
• Manage office supplies and organize meetings and events.
• Support basic clerical tasks and collaborate with accounting team for workflows.

Connaissances

Administrative support

Phone etiquette

Communication

Data entry

Time management

Independent work

Professional services experience

Formation

High school diploma or equivalent

Office administration certifications (plus)

Outils

Office software

Description du poste

Company Description

Brittany Lopez CPA PC is a boutique tax and accounting firm that provides personalized financial services to individuals and businesses. The firm focuses on high-quality tax preparation, accounting, and advisory support tailored to each client’s specific needs. Team members work in a professional, collaborative environment that values accuracy, integrity, and client service. As a smaller firm, Brittany Lopez CPA PC offers opportunities to take on diverse responsibilities and contribute directly to client satisfaction.

Role Description

The Office Administrative Assistant is a full-time, on-site role based in The Woodlands, TX. This position supports the daily operations of the firm by managing phone calls, greeting visitors, and handling incoming and outgoing correspondence. Responsibilities include scheduling appointments, maintaining organized electronic and physical files, preparing and formatting documents, and assisting with client intake and data collection. The role also involves coordinating calendars for firm leadership, organizing meetings, managing office supplies, and supporting basic clerical and administrative tasks as needed. The Office Administrative Assistant works closely with the accounting team to ensure smooth office workflows and a professional client experience.

Qualifications

• Strong Administrative Assistance and Clerical Skills, including scheduling, filing, and document management
• Professional Phone Etiquette and clear Communication skills for interacting with clients and team members
• Proficiency with office software and basic data entry
• High attention to detail, accuracy, and confidentiality when handling client information
• Ability to prioritize tasks, manage time effectively, and work independently in a fast-paced environment
• Prior experience in a professional services, accounting, or tax firm environment is beneficial
• High school diploma or equivalent required; further education or relevant certifications in office administration are a plus

At Brittany Lopez CPA PC, we value our team and offer a comprehensive benefits package that includes:

• Health Insurance: Employer covers 50% of the employee's health insurance premium.
• Paid Time Off: 10 days of PTO annually, plus 10 paid holidays.
• 401(k) Retirement Plan: With employer Safe Harbor contributions.
• Company-Paid Life Insurance
• Short-Term Disability Coverage
• Supplemental Insurance Options: Aflac accident and cancer plans, with additional life insurance options available.
• Employee Wellness Plan

Compensation

$38,000–$45,000 annually, depending on experience, qualifications, and skill set.