Bilingual Tax Executive Assistant (U.S. Tax & CPA Firm)
About The Position
We are seeking a highly organized, proactive Bilingual Tax Executive Assistant (U.S. Tax & CPA Firm) to provide direct, high-trust support to our CEO/Lead Tax Professional. The ideal candidate must have U.S. tax office experience and familiarity with common tax forms, filing deadlines, and preparation workflows. You will safeguard the CEO's time, coordinate priorities, manage client matters, and ensure critical deadlines and follow-ups are never missed in a fast-paced environment. Schedule 10:00 AM - 7:00 PM Eastern Time with 1 hour unpaid break. Additional note: maintain flexibility during tax season, when schedules, deadlines, and client demands increase.
Requirements
- Prior experience in a U.S. tax, CPA, accounting, or financial firm supporting an executive or business owner.
- Strong grasp of U.S. tax documents, terminology, filing deadlines, and tax office workflows.
- Exceptional detail orientation, calendar management, follow-up, problem-solving, and professional judgment.
- Proven ability to work independently, manage shifting priorities, hold others accountable, and maintain strict confidentiality.
- Microsoft Office Suite (Outlook, Teams, Word, Excel), general office technology, and practice management/client portal software.
Nice To Haves
- Experience with TaxDome (or similar practice management tool) and Drake Tax (or similar tax software).
- Familiarity with QuickBooks Online.
- Bilingual in English and Spanish.
Responsibilities
- Manage the CEO's daily schedule, align personal/professional priorities, resolve conflicts, confirm appointments, and ensure all prep materials are ready.
- Track tax deadlines, extensions, follow-ups, and outstanding client requests.
- Coordinate communications across clients, tax preparers, and administrative staff.
- Organize and recognize standard forms (W-2, 1099, KS, 1065) and supporting financial records through the tax preparation workflow.
- Prepare correspondence, meeting notes, and task lists.
- Maintain detailed client notes, hold team members accountable, and proactively address emerging issues.
- Protect sensitive client, tax, and company data while assisting with special projects and inbox/workload management.
Benefits
- Health insurance coverage for eligible location
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
