Bilingual Assistant Advisor

About BeeTax

BeeTax is a woman-owned, Latino-led tax and accounting firm serving individuals and small businesses. We're proud of our Latino heritage and of the collaborative, supportive culture we've built. We work hard, especially during tax season, and we look out for each other while doing it.

Position Overview

We are seeking a bilingual Assistant Advisor to provide administrative, accounting, and tax support to our advisors. This role is fully on-site in our Monroe office and is ideal for someone who is detail-oriented, reliable, and comfortable working in a fast-paced environment.

Start date: ASAP

Key Responsibilities

• Greet and assist clients professionally, in person and by phone
• Provide bilingual support (English/Spanish) for client communications and document explanations
• Support advisors with administrative and accounting tasks
• Prepare reports and perform basic bookkeeping and data entry
• Categorize transactions in QuickBooks Online
• Create and manage client accounts in systems such as TaxDome
• Assist with individual tax return data entry (Form 1040)
• Prepare and file forms such as 1099s, W-7 (ITIN), and Powers of Attorney
• Assist with payroll processes and related documentation
• Maintain accurate, organized, and confidential client records
• Support general office organization and teamwork

Requirements

• Fully bilingual in English and Spanish (required)
• High School diploma or equivalent
• At least 1 year of experience in administrative, customer service, or basic accounting roles
• Comfortable using Microsoft Office, Google Workspace, and digital systems
• Basic knowledge of accounting or tax processes (QuickBooks experience preferred)
• Strong attention to detail, time management, and professionalism
• Ability to handle confidential information responsibly
• Reliable, punctual, and able to prioritize tasks during high-volume periods

Schedule & Compensation

• Pay: $19–$21 per hour
• Schedule: Monday–Friday, 8:00 a.m. – 5:00 p.m.
• Tax season: Full Saturdays required
• Location: On-site, Monroe, NC (not remote)

Benefits

• Paid Time Off (PTO)
• Vacation time
• Sick leave
• Free team lunch once per month
• Ongoing training and continuous education in tax and accounting

Why Work With Us

We are a tight-knit team that values growth, accountability, and mutual support. If you want a role where your work matters, your effort is noticed, and you can grow within the company, BeeTax is the place.

Pay: $ $21.00 per hour

Expected hours: 40.0 per week

Benefits:

• On-the-job training
• Paid sick time
• Paid time off
• Paid training
• Parental leave

Work Location: In person