Job Title: Bilingual Remote Tax Administrative Assistant
Work Hours: Full-Time, 40 Hours/week, CST.
Location: Remote
Pay: $8–$10/hr USD
Overview
Are you an organized, detail-oriented professional fluent in English and Spanish looking to launch a long-term career in public accounting? Join a dynamic, fast-growing CPA firm dedicated to providing top-tier tax, accounting, and advisory solutions to a diverse client base.
In an entry-level, fully remote role, you will serve as a primary client touchpoint and keep the firm's tax-preparation pipeline running smoothly during peak tax season. Outside of tax season, your role will evolve to include key administrative duties alongside structured hands-on training in bookkeeping. This position is built as a true career pathway, offering structured growth into advanced accounting and tax professional roles.
Key Responsibilities
– Answer client phone calls and emails in English and Spanish, and assist them with portals and e-signatures.
– Keep the tax workflow updated in Drake Tax and send daily pipeline reports to management.
– Track tax deadlines, extensions, Texas franchise tax reports, and e-file status notices.
– Process faxes and mail, save IRS and state notices to client files, and flag urgent messages.
– Help the bookkeeping team in QuickBooks Online with documents, simple data entry, and basic account reconciliations.
Must-Have Requirements
– Native or fluent spoken and written Spanish, combined with clear, professional spoken English skills for client telephone interactions.
– Exceptional customer-service, organizational, multi-tasking, and follow-up skills with rigorous attention to detail.
– Strict commitment to maintaining financial confidentiality, meeting critical deadlines, and adhering to established CST schedules.
Nice-to-Have Requirements
– Previous work experience within a CPA firm, tax preparation office, or professional services firm.
– Experience with industry tools such as Drake Tax, Canopy, QuickBooks Online, or digital workflow applications.
– Background in tracking tax extensions, handling workflow pipelines, or processing e-filings.
Why Join Us
This role is more than an entry-level job—it is a launching pad into public accounting. We provide comprehensive training from day one, meaning prior CPA firm experience isn't required if you bring a strong work ethic and an eagerness to learn. Top-performing candidates have a direct internal career path to advance into full-time Bookkeeper, Junior Tax Professional, or Client Accounting Services roles as they build their skills.
