Job Description
**Job Title**: Bilingual Tax Assistant
**Location**: Remote
**About the Role**
We are seeking a detailed, proactive, and self-starting bilingual professional to lead and manage our tax services department. This is a single-person department — you will be fully responsible for coordinating client engagements, ensuring deadlines are met, managing billing and payments, and overseeing all aspects of our tax services process.
**Key Responsibilities**
- Client Onboarding & Engagement
- Conduct discovery calls with clients to assess tax needs.
- Enter client data into the system with complete accuracy.
- Collect required documents and financial information.
- Prepare and issue engagement letters and service estimates.
- Prepare pricing proposals for services.
- Collect client deposits and final payments prior to completion of filing.
- Communicate action plans and timelines clearly.
- Tax Preparation & Process Coordination
- Submit client files to ext...
**Location**: Remote
**About the Role**
We are seeking a detailed, proactive, and self-starting bilingual professional to lead and manage our tax services department. This is a single-person department — you will be fully responsible for coordinating client engagements, ensuring deadlines are met, managing billing and payments, and overseeing all aspects of our tax services process.
**Key Responsibilities**
- Client Onboarding & Engagement
- Conduct discovery calls with clients to assess tax needs.
- Enter client data into the system with complete accuracy.
- Collect required documents and financial information.
- Prepare and issue engagement letters and service estimates.
- Prepare pricing proposals for services.
- Collect client deposits and final payments prior to completion of filing.
- Communicate action plans and timelines clearly.
- Tax Preparation & Process Coordination
- Submit client files to ext...
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