📌 Job Title: CPA Assistant/Client Service Associate (Tax, Financial Services & Insurance Support Role – Full-Time)
Location: Houston, TX 77064
In-Office position: Monday – Friday, 9:00 AM – 5:00 PM

Qualifications (Must-Haves)

• Required:

  • Fluent in English — confident speaking and writing professionally.

  • Excellent communication & client empathy — can speak calmly, clearly, and respectfully.

  • Experience supporting ONE manager or director directly — understands follow-through and ownership.

  • Fast learner with a proactive attitude — takes initiative instead of waiting for instructions.

  • Highly organized & process-driven — keeps track of moving pieces without dropping details.

  • Very detail-oriented & accurate, especially with numbers and documentation.

  • Comfortable with math and financial calculations — not intimidated by numbers or formulas.

  • Competent with Microsoft Office (Excel, Outlook, Word) — or able to learn quickly.

  • Applies careful judgment before taking action — thoughtful, not impulsive.

  Preferred / Bonus:

  • Familiarity with QuickBooks, basic bookkeeping, life insurance concepts.

  • Experience in tax, finance, legal, insurance, or healthcare admin.

  • Prior exposure to compliance or regulated documentation.

Key Responsibilities

1. Client Communication & Call Handling

• Answer daily inbound calls: screen prospects, assist existing clients, resolve basic service issues.

• Set appointments, prepare secure links, share QuickBooks files, and send follow-up reminders.

• Conduct welcome calls, send engagement agreements, invoices, postcards, and follow-up calls/messages.

2. Account & Data Management

• Update and organize client records, passwords, compliance files.

• Track and reconcile monthly payments/quarterly.

• Assist with office admin activities: insurance renewals, property tax, phone, grant applications, non-resident insurance licenses.

3. Financial & Retirement Plan Support

• Case documentation: Take meeting notes in Excel and send follow-up email to clients.

• Life & Disability Insurance: Assist with applications, schedule paramed exams, request APS from doctors/clients.

• 401(k) Plans: Complete applications.

• Assist clients opening Traditional IRA / Roth / Donor-Advised Funds

• Annuities: Prepare applications and submissions.

• Support compliance documentation.

4. Marketing & Relationship Management

• Schedule marketing monthly posts.

• Send email newsletters, birthday messages, referral cards, holiday gifts.

• Schedule monthly review meetings with existing insurance/investment clients.

Compensation & Benefits

• Hourly Rate (DOE)

• 401(k) with 6% firm match

• Professional growth in a boutique, team-oriented environment.

How to Apply:
Email your resume and a cover letter to Info@NguyenCPAFirm.com.
(Resumes without cover letters will not be considered.)