Administrative Assistant

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November 9

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Jambrina CPA, Accounting and Tax Advisors

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Finance • Compliance • B2B

Jambrina CPA, Accounting and Tax Advisors is a bilingual CPA firm in Houston with over 20 years of experience providing accounting, tax, payroll and advisory services to businesses and individuals. The firm offers personalized tax preparation and planning, payroll management, bookkeeping and QuickBooks Online implementation and support as Certified QuickBooks ProAdvisors, with a focus on compliance and helping clients optimize finances. Jambrina emphasizes efficient, stress-free service and serves a mix of small businesses and individual clients.

51 - 200 employees

Founded 2004

💸 Finance

📋 Compliance

🤝 B2B

📋 Description

• Review and respond to emails daily, prioritizing VIP clients. • Share updates (e.g., tax returns/status) via Canopy or SharePoint. • Acknowledge receipt with standard responses and coordinate with relevant departments. • Set up meetings and escalate urgent matters to the Partner. • Organize and save incoming documents, updating tasks in Canopy. • Schedule meetings with reminders sent 2 days in advance. • Coordinate with tax/accounting for updates and prepare necessary information. • Share meeting summaries and request pending documents from clients. • Save meeting materials in the client folder and notify relevant teams. • Request quotes from the sales team and follow up on progress. • Ensure quotes are sent and remind prospects to sign them if delayed. • Support the onboarding process: coordinate with department heads and introduce clients to teams via email. • Maintain organized calendars, avoiding scheduling conflicts with holidays or deadline weeks. • Support with extensions, custom tax calendars, and tracking U.S. days for clients. • Uphold Jambrina’s quality standards.

🎯 Requirements

• Bachelor’s degree in Business Administration or related fields. • 3–5 years of experience in administrative or executive assistant roles. • Fully bilingual in English and Spanish. • Strong commitment to client satisfaction and long-term relationship building. • Excellent organizational, administrative, and office management skills. • Effective communication, discretion, and attention to detail. • Ability to adapt quickly and work well under pressure. • Team player with solid Microsoft Office proficiency

🏖️ Benefits

• Health insurance • Flexible work arrangements