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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

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