Office Administrator – Accounting/Tax Services

Decca Recruiting

Full Time
Houston, TX
Posted 3 weeks ago

Job Description:

We are currently seeking an Office Administrator with a focus on accounting and tax services to join our team. The ideal candidate will be the first point of contact for our clients, providing them with a warm welcome and expert assistance. You will handle administrative duties, respond to basic tax inquiries, manage phone calls, and ensure our office operates smoothly and efficiently.

Key Responsibilities:

  • Assist clients with basic accounting and tax questions, directing them to the appropriate professional for complex issues.
  • Take ownership of the clients’ initial experience, directing them to the appropriate staff and services within the office.
  • Prepare engagement letters outlining the scope of services, fees, and terms of agreement based on discussions with new clients and in accordance with company policies.
  • Prepare and send client welcome packages and onboarding materials.
  • Oversee the onboarding of new clients, ensuring a smooth transition by collecting necessary information, completing initial documentation, and connecting them with the most suitable account manager based on their specific needs.
  • Ensure confidentiality and privacy of client information as per company policy and regulatory standards.

Qualifications:

  • Proven experience in an administrative role, preferably within a financial, tax, or accounting firm.
  • Knowledge of basic tax forms and terminology.
  • Excellent interpersonal and customer service skills.
  • Strong verbal and written communication abilities.
  • Bilingual in Spanish is a plus.
  • Ability to multitask and prioritize duties in a fast-paced environment.
  • Bachelor’s Degree in Communications, Accounting or related field.

Additional Skills:

  • Detail-oriented with strong organizational skills.
  • A welcoming and patient demeanor with the ability to put clients at ease.
  • Initiative and the ability to work independently as well as part of a team.

Job Features

Salary Range$50,000/yr

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