Job Description: 

About the Role: We are seeking a detail-oriented and organized Spanish Bilingual Assistant to support our team during the upcoming tax season. This is a seasonal position starting immediately in January and ending in May.

You will receive full training and materials (including a Tax Preparation Course). While this is a temporary role to assist with the tax season rush, there is a strong possibility for this to become a permanent position depending on performance and business volume.

 

Schedule:

• Mondays to Fridays, 8:00 am to 5:00 pm, including 1-hour unpaid break
• Saturdays, 10:00 am to 2:00 pm (no unpaid break)
• 44 hours per week

 

Key Responsibilities:

• Gather document information.
• Sent list of documents needed to prepare tax return.
• Enter Customer Data in the system.
• Process the invoice and payment for the customer.
• Schedule a tax appointment.
• Follow up with the client to gather information.

 

Candidate Requirements:

To ensure you are the perfect fit for this role without being overqualified or too expensive, we are looking for:

• Bilingual Fluency: Must be fully fluent in both Spanish and English (written and verbal) to assist our diverse client base.
• Accounting Background: Previous experience or education in Accounting, Bookkeeping, or Admin support within a financial setting. You must be comfortable handling invoices and financial data.
• Tech Savvy: Ability to learn new software quickly. You will be trained on our specific tax systems, but you must be comfortable with data entry and navigating CRM tools.
• Customer Service Skills: Comfortable speaking on the phone to schedule appointments and follow up on missing documents.
• Attention to Detail: Accuracy is critical when entering tax payer data and processing payments.
• Availability: Must be available to work during New Jersey business hours (Eastern Standard Time).

 

Technical Requirements:

• Reliable high-speed internet connection.
• A working computer/laptop with 16gb RAM
• Dual monitor setup for efficient multitasking
• Noise-canceling headset for client calls.
• A quiet workspace free from distractions.

 

Independent Contractor Perks: 

• Health insurance coverage

• Permanent work from home

• Immediate hiring

• Steady freelance job

 

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their benefits and taxes. The professional fees are at hourly rates, and the rate depends on your performance in the application process.

 

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