Call 713-943-2126 and let us help you meet the deadline.
Call and speak to our staff about booking your appointment. Call 713-943-2126
How to Prepare for Natural Disasters:
1. Take copies of key documents (tax returns, deeds, titles, insurance policies)in a waterproof containers.
2. Document valuables and equipment (contents at home or business, especially high value items, can help support claims for any available insurance or tax benefits.
We are here year around to take care of your tax needs.
Call 713-943-2126 to make your tax planning appointment today.
From our family to yours!
Job Title: Administrative Assistant
Reports To: Office Manager/Tax Professionals
Salary Range: DOE
Report Date: January 11, 2021
Shift Type: Full- Time, Shifts, Weekends, Seasonal
Primary Purpose:
The administrative assistant will greet all visitors entering the office and directing to the appropriate Tax Professional. Provide support to the Tax Professionals by managing appointment calendars, scheduling clients and collecting confidential documents for further processing. The administrative assistant will use a telephone system with multiple lines answering a high level of calls providing excellent customer service.
Qualifications:
Education/Certification:
High school diploma or GED
Special Knowledge/Skills:
• Ability to maintain a high level of confidentiality to sensitive data
• Must have a high attention to detail
• Excellent written and oral communication skills
• Proficient in Microsoft Office programs; Word and Excel
• Knowledge of general office equipment and technology
• Bilingual preferred but not required
Experience:
One (1) year in a similar role or setting providing a high level of confidentiality and customer service.
Major Responsibilities and Duties:
• Greet all incoming clients cheerfully and respectfully
• Answer all incoming phone calls, receiving and distributing detailed messages in a timely manner
• Maintain a high level of client confidentiality when handling sensitive data
• Manage Tax Professional calendars by scheduling client appointments and ensuring all appointments are confirmed prior to arrival
• Respond to all inquiries via phone or email
• Assist with preparing and mailing documents
• Provide administrative support to Tax Professionals by collecting client documents and delivering completed returns within strict deadlines
• Process all payments ensuring all transactions are recorded in a payment log
• Assist clients with information regarding their refund status
• Must be able to work well under pressure and meet all deadlines while maintaining accuracy
• Must be able to work independently as well as in a team environment
• Scanning, photocopying, filing, faxing, printing as needed
• Maintain office equipment; stock supplies for the Tax Professionals, organize supplies
• Office cleaning and sanitizing, washing break room dishes
Other
Other duties as assigned
Supervisory Responsibilities:
None
Mental Demands/Physical Demands:
Maintain emotional control under stress. Sedentary work some standing. Occasionally lift small office equipment and paper boxes. Office environment; not exposed to environmental conditions.
HOUSTON FREEDOM FINANCIAL LLC OFFICES OF NATALIE VALDEZ
Administrative Assistant
Call 713-943-2126 to book your tax appointment today!
Need Help filing your 1099NECs? We can help call 713-943-2126.
No Appointment Necessary! Call 713-943-2126 to get information on how you can drop off your taxes for preparation.
MESSENGER
Houston Freedom Financial LLC offices of Natalie Valdez updated their business hours.
Our offices are closed to keep our staff safe.
Thursday Update: our offices are currently still closed, as we are awaiting for property management to allow us access after plumbing inspections are complete. Again we thank you for your patience and understanding. We will call any and all missed appointments to reschedule as soon as we return.
Wednesday update: Our offices remain closed due to utility outages. We are unable to contact scheduled clients as we have no access to our server. We will contact clients to reschedule appointments upon our return. Thank you for your understanding and patience.
Storm has passed and all staff will return and are ready to service our clients tax needs. Call 713-502-2710 we open at 9 am!
S.YIMG.COM
s.yimg.com
The IRS strongly urges taxpayers not to file amended returns related to the new legislative provisions or take other unnecessary steps at this time.
We are currently awaiting instructions from IRS on how to handle the new legislative provisions.
