Job Description
We are seeking a Bilingual Tax Preparation Assistant (Junior) to join our in-person team. This role is ideal for individuals with a foundational understanding of tax and accounting principles, eager to develop their skills in a professional environment. The position offers an excellent opportunity to gain hands-on experience in tax preparation, financial analysis, and client service within a dynamic firm that values diversity and professional growth. Fluency in both English and Spanish is required to effectively serve our diverse client base.
Duties
Assist senior tax preparers with gathering and organizing client financial documents, including Wills, trusts & estate law documents, and other relevant legal paperwork
Support the preparation of tax returns, ensuring compliance with GAAP, SOX regulations, and regulatory reporting standards
Tax Preparation & Documentation
Request, receive, organize, and track client tax documentation (W-2s, 1099s, bank statements, etc.)
Enter and verify tax data for individual and business tax returns
Support preparation of 1040, 1120, 1120S, and 1065 returns under supervision
Maintain accurate digital files and ensure documentation completeness and readiness for review
Tax Software & Workflow
Work directly within tax preparation software (Drake preferred; other tax software accepted)
Manage workflows, tasks, deadlines, and statuses using TaxDome or similar workflow software
Set up client organizers, document requests, internal checklists, and status tracking to ensure timely completion
IRS & Compliance Support (Under Supervision)
Assist with responding to IRS notices and client letters (organization, drafting, and follow-up)
Contact the IRS when needed to request information or clarify items, document outcomes, and escalate as required
Track deadlines and maintain a clear audit trail of communications and supporting documents
Payroll & Sales Tax Support
Assist with payroll processing for clients (data collection, entries, reviews, and coordination)
Support preparation and filing of sales tax returns (monthly/quarterly as applicable), including reconciliation of sales reports, documentation, and confirmation of submissions
Maintain trackers for payroll and sales tax deadlines to ensure on-time compliance
Client Communication
Communicate professionally with clients via email and phone in English and Spanish to request missing items and provide updates
Follow established internal processes and deadlines, especially during peak tax season
Maintain confidentiality of client information while adhering to policies related to securities law and public accounting standard
Support the team in regulatory filings, and other compliance activities as needed
Engage in ongoing learning about finance and taxation
Experience
Prior experience or coursework in accounting or tax experience is preferred but not mandatory; strong interest in developing expertise in financial services is essential
Familiarity with accounting software such as QuickBooks, Xero, Sage, or similar platforms is advantageous
Knowledge of financial reporting concepts including GAAP, non-profit accounting, payroll processing, accounts payable, and budget management is a plus
Understanding of financial analysis techniques, and financial planning will support success in this role
Experience using tax preparation software (Drake preferred; ProSeries, UltraTax, ProConnect, TaxSlayer, or similar accepted)
Experience or strong familiarity with workflow/task management software (TaxDome preferred)
Bilingual proficiency in English and Spanish is required for effective communication with clients and team members
Strong analysis skills coupled with attention to detail are critical for accurate data entry and report preparation
Ability to work effectively in a team environment while managing multiple responsibilities under supervision
This position provides valuable exposure to the field of taxation and finance within a professional setting dedicated to integrity and excellence. Candidates should demonstrate enthusiasm for learning complex financial concepts while contributing to our team’s success.
Pay: $20.00 - $25.00 per hour
Benefits:
Flexible schedule
Paid training
Work Location: In person
Duties
Assist senior tax preparers with gathering and organizing client financial documents, including Wills, trusts & estate law documents, and other relevant legal paperwork
Support the preparation of tax returns, ensuring compliance with GAAP, SOX regulations, and regulatory reporting standards
Tax Preparation & Documentation
Request, receive, organize, and track client tax documentation (W-2s, 1099s, bank statements, etc.)
Enter and verify tax data for individual and business tax returns
Support preparation of 1040, 1120, 1120S, and 1065 returns under supervision
Maintain accurate digital files and ensure documentation completeness and readiness for review
Tax Software & Workflow
Work directly within tax preparation software (Drake preferred; other tax software accepted)
Manage workflows, tasks, deadlines, and statuses using TaxDome or similar workflow software
Set up client organizers, document requests, internal checklists, and status tracking to ensure timely completion
IRS & Compliance Support (Under Supervision)
Assist with responding to IRS notices and client letters (organization, drafting, and follow-up)
Contact the IRS when needed to request information or clarify items, document outcomes, and escalate as required
Track deadlines and maintain a clear audit trail of communications and supporting documents
Payroll & Sales Tax Support
Assist with payroll processing for clients (data collection, entries, reviews, and coordination)
Support preparation and filing of sales tax returns (monthly/quarterly as applicable), including reconciliation of sales reports, documentation, and confirmation of submissions
Maintain trackers for payroll and sales tax deadlines to ensure on-time compliance
Client Communication
Communicate professionally with clients via email and phone in English and Spanish to request missing items and provide updates
Follow established internal processes and deadlines, especially during peak tax season
Maintain confidentiality of client information while adhering to policies related to securities law and public accounting standard
Support the team in regulatory filings, and other compliance activities as needed
Engage in ongoing learning about finance and taxation
Experience
Prior experience or coursework in accounting or tax experience is preferred but not mandatory; strong interest in developing expertise in financial services is essential
Familiarity with accounting software such as QuickBooks, Xero, Sage, or similar platforms is advantageous
Knowledge of financial reporting concepts including GAAP, non-profit accounting, payroll processing, accounts payable, and budget management is a plus
Understanding of financial analysis techniques, and financial planning will support success in this role
Experience using tax preparation software (Drake preferred; ProSeries, UltraTax, ProConnect, TaxSlayer, or similar accepted)
Experience or strong familiarity with workflow/task management software (TaxDome preferred)
Bilingual proficiency in English and Spanish is required for effective communication with clients and team members
Strong analysis skills coupled with attention to detail are critical for accurate data entry and report preparation
Ability to work effectively in a team environment while managing multiple responsibilities under supervision
This position provides valuable exposure to the field of taxation and finance within a professional setting dedicated to integrity and excellence. Candidates should demonstrate enthusiasm for learning complex financial concepts while contributing to our team’s success.
Pay: $20.00 - $25.00 per hour
Benefits:
Flexible schedule
Paid training
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Bilingual Tax Preparation Assistant (Junior) – In Person position is now open for candidates interested in the Helper Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
