Bilingual Account Executive/Office Manager

4 weeks ago

Garland, United States Herrera Tax Consulting Full time
Job DescriptionJob Description

We are a small virtual boutique CPA firm based in Garland, TX, specializing in providing comprehensive tax and bookkeeping services to a diverse clientele. Our firm values excellence, efficiency, and client satisfaction above all else. We are currently seeking a dynamic and self-reliant individual to join our team as an Account Executive/Office Manager. This position offers the opportunity to work remotely 90% of the time, with occasional in-person meetings or visits to our Garland office.

Must appreciate the importance of creating and maintaining process documentation and lean into technology to work efficiently and collaboratively.

All of our team members love working with a team, thrive in a work-from-home environment, and look forward to video calls with clients and colleagues. we all find fulfillment knowing that what we do each day matters.

Pay: $24-$28 to commensurate with experience.

Key Responsibilities:

  1. Perform monthly bookkeeping tasks for clients, ensuring accurate and timely recording of financial transactions.
  2. Prepare sales tax returns in compliance with state and local regulations.
  3. Assist in the preparation of year-end financial reports for clients.
  4. Handle the preparation of individual, partnership, C-corporation, and S-corporation tax returns.
  5. Manage due date reminders and assist with deadline management for various tasks.
  6. Efficiently manage to-do lists and task lists, ensuring all responsibilities are met in a timely manner.

Requirements:

  • Fluency in both Spanish and English is essential.
  • Proven experience with QuickBooks Online and ProConnect is strongly preferred.
  • Recent experience in public accounting, particularly in tax preparation, is highly desired.
  • Ability to work independently with minimal supervision, demonstrating self-reliance and initiative.
  • Strong organizational skills with the ability to prioritize tasks and manage workload effectively.
  • Excellent analytical and problem-solving abilities.
  • Commitment to meeting deadlines and delivering high-quality work consistently.

This position offers the opportunity to join a dynamic team in a fast-paced and rewarding environment. If you are a proactive and motivated individual with a passion for accounting and client service, we encourage you to apply.

To apply, please submit your resume. Only candidates residing in the Dallas, TX area will be considered. We look forward to hearing from you

Company DescriptionDriven by a commitment to delivering high-quality financial solutions, we leverage our expertise and experience to meet the unique needs of each client. Our team consists of dedicated professionals who are passionate about helping our clients achieve their financial goals.

Despite our boutique size, we offer a personalized approach to each client, ensuring that they receive the attention and support they deserve. With a focus on innovation and adaptability, we utilize the latest technologies and tools to streamline processes and enhance the client experience.

Whether it's tax planning, bookkeeping, or financial consulting, our firm is dedicated to providing reliable and trustworthy services that exceed expectations. We understand the importance of building long-lasting relationships based on trust, integrity, and professionalism.

Join us in our mission to empower clients with financial clarity and peace of mind. Experience the difference of working with a boutique CPA firm that values your success as much as you do.Company DescriptionDriven by a commitment to delivering high-quality financial solutions, we leverage our expertise and experience to meet the unique needs of each client. Our team consists of dedicated professionals who are passionate about helping our clients achieve their financial goals.\r
\r
Despite our boutique size, we offer a personalized approach to each client, ensuring that they receive the attention and support they deserve. With a focus on innovation and adaptability, we utilize the latest technologies and tools to streamline processes and enhance the client experience.\r
\r
Whether it's tax planning, bookkeeping, or financial consulting, our firm is dedicated to providing reliable and trustworthy services that exceed expectations. We understand the importance of building long-lasting relationships based on trust, integrity, and professionalism.\r
\r
Join us in our mission to empower clients with financial clarity and peace of mind. Experience the difference of working with a boutique CPA firm that values your success as much as you do.

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