JOIN OUR TEAM

Bilingual Administrative Assistant

OVERVIEW

We are seeking a motivated, organized individual to join our growing tax office as a part-time Administrative Assistant. You will be a first point of contact for our clients, supporting our Office Manager with scheduling, client files, phones, and day-to-day office operations. No tax experience required, we provide training on our systems and processes. This flexible, part-time role is ideal for someone re-entering the workforce, balancing other commitments, or looking for steady part-time work with a friendly team. Hours increase during tax season.

Position Type: Part-Time, Hybrid

Core Hours: 10:30 AM to 12:30 PM daily

Flexible Hours: Additional hours before/after core time (remote or in-office)

Expected Hours: Approximately 10-23 hours per week

KEY RESPONSIBILITIES

  • Greet clients and visitors, answer and route phone calls, and manage the general inbox

  • Schedule client appointments and maintain the firm's calendar during peak and off-season

  • Collect, scan, and organize client documents; follow up on missing items

  • Maintain client files, both paper and digital, in line with firm confidentiality and data security practices

  • Prepare and send engagement letters, organizers, and client correspondence

  • Track return status and filing deadlines, and keep client records current in firm systems

  • Communicate with clients in English and Spanish regarding appointments, documents, and office mattersMonitor office supplies, handle incoming and outgoing mail, and keep common areas orderly

  • Prepare outgoing mail and make daily post office drop-offs; distribute incoming mail

  • Provide additional administrative support to the Office Manager and tax staff during tax season

WHO WOULD BE A GREAT ADDITION

  • High school diploma

  • Bilingual fluency in English and Spanish (written and spoken)

  • 1+ years in an administrative, receptionist, or customer-facing role

  • Strong attention to detail and organizational skills

  • Ability to manage a workload independently, prioritize competing tasks, and keep projects moving without daily direction

  • Comfortable following up with managers and staff to keep deadlines, filings, and client requests on track

  • Proficiency with Microsoft Office

  • Excellent communication skills and professional demeanor

  • Discretion with confidential client and financial information

  • Valid driver's license and reliable transportation

  • Availability to work additional hours during tax season

TRAINING AND DEVELOPMENT

  • One week, in-person training

  • Weekly one-on-one meetings (1 hour) for check-ins, training, and progress overview

  • Access to professional development resources and industry updates

WHAT WE OFFER

  • Competitive hourly wage starting at $19/hour

  • Travel reimbursement per the IRS business mileage rate

  • Performance-based bonuses after 6 months

  • Flexible part-time schedule that works around your lifestyle

HOW TO APPLY

Ready to join our team? We would love to hear from you. Please fill out the application form below with your information, resume, and responses to the two questions. Your application will be reviewed by our team, and we will be in touch soon.

Phone: (704) 755-5334