Bilingual Tax Executive Assistant (English/Spanish)

About the role

A client of the recruiter is looking for a bilingual Tax Executive Assistant to support a U.S. tax practice. The role provides high-level executive support and coordinates day-to-day administrative operations, including managing the CEO's calendar, organizing tax documents, tracking filing deadlines and coordinating communication between clients and tax preparers. It requires strong familiarity with U.S. tax processes and excellent English and Spanish.

Key responsibilities

• Manage the CEO's daily schedule, align personal and professional priorities, resolve conflicts, confirm appointments and make sure prep materials are ready.
• Track tax deadlines, extensions, follow-ups and outstanding client requests, and coordinate communication across clients, tax preparers and administrative staff.
• Organize standard tax forms (W-2, 1099, K-1, 1040, 1120, 1120-S, 1065) and supporting financial records through the tax preparation workflow.
• Prepare correspondence, meeting notes and task lists, maintain detailed client notes and hold team members accountable.
• Protect sensitive client, tax and company data while helping with special projects and inbox management.

Required profile

• 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.
• Detailed, able to work independently, manage shifting priorities and keep strict confidentiality.
• Bilingual English and Spanish.

Required skills

• Microsoft Office Suite (Outlook, Teams, Word, Excel).
• TaxDome or similar practice management tool, and Drake Tax or similar tax software.
• Familiarity with QuickBooks Online.

What we offer

• Schedule Monday to Friday, 10:00 AM to 7:00 PM Eastern Time with a 1-hour unpaid break, plus flexibility during tax season.
• Permanent work from home.
• Immediate hiring.
• Health insurance coverage for eligible locations.