Position Overview
We are seeking a highly organized, proactive Bilingual Tax Executive Assistant (U.S. Tax & CPA Firm) to provide direct, high-trust support to our CEO/Lead Tax Professional. The ideal candidate must have U.S. tax office experience and familiarity with common tax forms, filing deadlines, and preparation workflows. You will safeguard the CEO's time, coordinate priorities, manage client matters, and ensure critical deadlines and follow-ups are never missed in a fast-paced environment.

Schedule

• 10:00 AM - 7:00 PM Eastern Time with 1 hour unpaid break.
• Additional note: maintain flexibility during tax season, when schedules, deadlines, and client demands increase.

Key Responsibilities

• Executive & Calendar Support: Manage the CEO’s daily schedule, align personal/professional priorities, resolve conflicts, confirm appointments, and ensure all prep materials are ready.
• Workflow & Deadline Management: Track tax deadlines, extensions, follow-ups, and outstanding client requests. Coordinate communications across clients, tax preparers, and administrative staff.
• Tax Document Administration: Organize and recognize standard forms (W-2, 1099, K-1, 1040, 1120, 1120-S, 1065) and supporting financial records through the tax preparation workflow.
• Communication & Operations: Prepare correspondence, meeting notes, and task lists. Maintain detailed client notes, hold team members accountable, and proactively address emerging issues.
• Executive Projects & Confidentiality: Protect sensitive client, tax, and company data while assisting with special projects and inbox/workload management.

Required Qualifications

• Tax & Executive Experience: Prior experience in a U.S. tax, CPA, accounting, or financial firm supporting an executive or business owner.
• Domain Knowledge: Strong grasp of U.S. tax documents, terminology, filing deadlines, and tax office workflows.
• Core Competencies: Exceptional detail orientation, calendar management, follow-up, problem-solving, and professional judgment.
• Execution: Proven ability to work independently, manage shifting priorities, hold others accountable, and maintain strict confidentiality.
• Technical Proficiency: Microsoft Office Suite (Outlook, Teams, Word, Excel), general office technology, and practice management/client portal software.

Preferred Qualifications

• Experience with TaxDome (or similar practice management tool) and Drake Tax (or similar tax software).
• Familiarity with QuickBooks Online.
• Bilingual in English and Spanish.

Independent Contractor Perks

• Health insurance coverage for eligible location
• Permanent work from home
• Immediate hiring

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer
BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official email us through the ‘Contact Us’ form on our official BruntWork website.