Jambrina CPA, Accounting and Tax Advisors
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.
Executive Assistant
Job not on LinkedIn
November 15
🗣️🇪🇸 Spanish Required
Jambrina CPA, Accounting and Tax Advisors
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.
📋 Description
• Manage and prioritize email communications, especially for VIP clients. • Draft and send updates via Canopy or SharePoint. • Coordinate with internal departments to ensure timely responses. • Schedule meetings and escalate urgent matters to the Partner. • Organize incoming documents and maintain task tracking in Canopy. • Schedule and prepare meetings with advance reminders. • Gather and organize relevant materials from tax/accounting teams. • For new clients: send organizer links, collect information, and assist with quote preparation. • For existing clients: review tax, accounting, and billing status. • Send meeting summaries and request pending documents. • Ensure proper documentation and communication with internal teams. • Follow up on service requests and client onboarding processes. • Track pending client information and send reminders as needed.
🎯 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.
🏖️ Benefits
• Professional development opportunities
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