Executive Assistant & Tax Preparer | $30–$35/hr | In Office

Pay

$30–$35 per hour, based on experience Schedule: Monday–Friday, 9:00 AM–5:00 PM Job Type: Full-time, in-office only (no remote or hybrid)

About the Position

Nguyen CPA Firm is seeking an experienced, highly organized, and dependable Executive Assistant & Tax Preparer to work directly with the firm's CPA & financial advisor.

This position combines executive support, tax preparation, bookkeeping assistance, and client service. We are looking for someone who enjoys supporting a business owner, takes initiative, solves problems, and follows through without constant supervision.

The ideal candidate is intelligent, trustworthy, detail-oriented, professional, and genuinely enjoys helping others.

Qualifications

• Excellent English communication skills, both verbal and written, with confidence handling client calls and professional correspondence.
• Experience directly supporting a business owner, manager, or executive, with strong follow-through and accountability.
• Strong customer service skills, including the ability to handle difficult situations calmly and respectfully.
• Highly organized, proactive, detail-oriented, and able to manage multiple priorities independently.
• Comfortable with numbers, financial calculations, Excel formulas, and accurate documentation.
• Proficient in Microsoft Excel, Word, and Outlook; able to learn new software quickly.
• Sound judgment, integrity, confidentiality, and a positive, coachable attitude.
• 5+ years of professional tax preparation experience preferred, including individual and business tax returns.
• Enrolled Agent (EA) designation preferred.
• Basic bookkeeping knowledge and QuickBooks experience preferred.

Key Responsibilities

Executive & Client Support

• Answer incoming calls, assist clients, screen prospects, and coordinate appointments.
• Manage scheduling, client onboarding, engagement agreements, invoices, and follow-ups.
• Take meeting notes, track action items, and prepare professional client communications.
• Proactively manage administrative tasks and ensure nothing falls through the cracks.

Tax Preparation & Bookkeeping

• Prepare individual and business tax returns based on experience.
• Assist with bookkeeping, reconciliations, and financial documentation.
• Coordinate with bookkeepers and clients to obtain missing information and resolve issues.

Financial Services & Office Administration

• Complete insurance, retirement account, and annuity applications under the CPA's direction. Training provided.
• Maintain client records, compliance documentation, and office administrative matters.
• Coordinate newsletters, marketing posts, client appreciation activities, and periodic review meetings.

Who Will Thrive in This Role?

Someone who enjoys being a reliable right-hand person, prefers a supportive rather than sales-focused role, and takes pride in keeping things organized and running smoothly.

We value initiative, accuracy, thoughtful judgment, professionalism, and ownership over simply completing assigned tasks.

How to Apply

Please submit BOTH your resume and a personalized cover letter

explaining:

• Your experience supporting a business owner, manager, or executive.
• Your tax preparation experience, including the types of returns you have prepared.
• Why you believe you would be a strong fit for this position.

Applications without both a resume and a personalized cover letter may not be considered.

We are seeking a dependable professional interested in a long-term opportunity to grow with our firm.

Pay: $30.00 - $35.00 per hour

Expected hours: 40.0 per week

Benefits

• 401(k)
• Paid time off

Application Question(s)

• Have you directly supported a manager, director, or business owner?
• Are you proficient in Microsoft Excel, Word, and Outlook?
• Are you comfortable performing bookkeeping tasks and working with financial calculations?

Experience

* Tax Preperation: 3 years (Required)

License/Certification

* Enrolled Agent (Preferred)

Ability to Commute

* Houston, TX 77064 (Required)

Work Location: In person