Office Administrator

Benefits

• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources

Pattillo, Brown & Hill, LLP is seeking an Office Administrator to join our Temple team. We are looking for a professional, organized, and client-focused individual who enjoys supporting others, creating positive experiences, and helping an office operate efficiently.

At PBH, we strive to deliver innovation, integrity, and balance to both our clients and our team members. These core beliefs guide how we manage our work, our relationships, and ourselves. We are committed to creating a welcoming and collaborative environment where team members can grow professionally while making a meaningful impact.

The Office Administrator serves as the first point of contact for clients and visitors while providing administrative support to the Temple office. This role is responsible for supporting daily office operations, assisting tax and administrative teams, maintaining client records, and ensuring clients receive exceptional service.

The ideal candidate is organized, detail-oriented, adaptable, and committed to providing outstanding client service.

• Answer and route incoming phone calls professionally and efficiently
• Greet clients and visitors while creating a welcoming office environment
• Accept client payments and assist with front desk transactions as needed
• Receive, organize, and process source documents provided by clients
• Scan, upload, and maintain electronic client records
• Prepare and mail invoices, tax documents, and client correspondence as needed
• Assist with client inquiries and direct requests to the appropriate team members

• Download and troubleshoot tax organizers for clients as needed
• Assist with tax organizer file preparation and management prior to distribution
• Create and manage tax signature requests and related tracking lists
• Create new client forms and administrative records as needed
• Prepare and submit monthly finance charge reports
• Distribute Powers of Attorney (POAs) to clients for signature and upload completed forms to the IRS
• Maintain e-file release tracking and acceptance listings
• Assist with updating and reviewing client information within firm systems
• Process software expense invoicing and related administrative tasks
• Support special projects during non-peak periods, including client record updates, working paper preparation, scan sheet creation, and other seasonal readiness projects

• Monitor and restock kitchen, restroom, and common office supplies
• Coordinate office supply purchases and shopping as needed
• Maintain an organized, professional, and welcoming office environment
• Assist with office-wide administrative projects and operational support
• Provide general support to managers, supervisors, and team members as needed

• High school diploma or equivalent required
• Associate's degree or additional coursework in business, accounting, or related fields is a plus
• Previous administrative, customer service, or office support experience preferred
• Experience working in a professional office environment is beneficial but not required

• Exceptional customer service and interpersonal skills
• Strong organizational skills and attention to detail
• Ability to prioritize multiple tasks and meet deadlines
• Proficiency in Microsoft Office, including Word, Excel, and Outlook
• Ability to learn firm technology and client management systems
• Strong written and verbal communication skills
• Ability to handle confidential information with professionalism and discretion
• Quick Books experience is a plus, but not required

Our team consists of high-performing, solution-oriented, and upbeat individuals who are excited to continue growing with our firm.

We strive to develop you and your career by providing innovation, integrity, and balance. These values help bring your strengths to the forefront, allowing you to provide exceptional service every day while building a rewarding and successful career.

Whether you are beginning your career or looking for your next opportunity, Pattillo, Brown & Hill welcomes your interest and application.