Job Description

Job Description

Position Overview

We are a professional firm based in Key Biscayne providing Accounting, Bookkeeping, Real Estate, and Tax services. We are seeking a Bilingual Tax Preparation Assistant (Junior) to support our tax department with document collection, tax return preparation support, workflow management, tax software operations, and client compliance tasks.

This is a 100% on-site position in Miami. Remote candidates will not be considered.

Key Responsibilities

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

Required Qualifications

• Fully bilingual in English and Spanish (spoken and written)

• Available to work on-site in Key Biscayne, Miami , Monday–Friday, 10:00 AM–4:00 PM

• Education or formal training in Accounting/Taxation, or completion of a Tax Preparation course

• 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)

• Strong attention to detail, organization, follow-up, and confidentiality mindset

Preferred (Not Required)

• Experience using TaxDome (workflow setup, pipelines, organizers)

• Prior experience in a tax office, accounting firm, or payroll/sales tax compliance environment

Who This Role Is For

This role is ideal for a junior-level professional who wants to grow in tax operations, is comfortable working with software and structured processes, and can reliably follow up to close items and meet compliance deadlines.

How to Apply

Please submit your resume and include a brief note confirming:

1. Your English and Spanish fluency level

2. The tax software you have used

3. Any experience with payroll and/or sales tax filings

4. Your availability to work on-site in Miami with the stated schedule

5. Your earliest possible start date