Executive Tax Administrative Assistant

Executive Tax Administrative Assistant

• Remote (Latin America-based)

• Compensation: 2,400–2,800 USD/month

• Schedule: Eastern Time; see seasonal hours below

• Tools: TaxDome, Drake Software, Microsoft Teams, Outlook, Word, and Excel

At Near, we connect talent in Latin America with remote opportunities at U.S.-based companies.

About the Company

Our client is a Miami-based tax and accounting services firm specializing in U.S. tax preparation, bookkeeping, tax relief, and business support services. The company serves individuals and businesses, offering services such as tax filing, ITIN assistance, IRS compliance support, and business incorporations. With a strong focus on client relationships, professionalism, and efficiency, the firm combines personalized service with digital tools to streamline tax documentation, communication, and financial processes.

About the Role

You’ll work alongside the owner, supporting high-value clients and keeping their tax files, communications, and schedule organized. You’ll report to the office manager, who will review your work. This role suits someone who can take ownership, solve problems independently, and stay organized during a busy tax season.

You Will

• Communicate with clients in English and Spanish by phone and text, including making at least 20 calls a day during the off-season.

• Organize client documents and keep track of what each file needs next.

• Manage the owner’s schedule and assign and track tasks with the team.

• Respond to client requests and resolve routine issues independently.

• Work alongside existing staff. 

About You

Must-Haves

• Professional fluency in Spanish and strong English communication skills. 

• Experience working with clients and providing customer service.

• Working knowledge of U.S. taxes and common forms, including 1040, 1065, 1120, and 1120-S. You do not need to prepare tax returns.

• Strong organization, multitasking, critical thinking, and problem-solving skills.

• A professional, well-spoken approach with clients, including high-value clients.

• Ability to work independently and handle high-volume, high-pressure periods.

• Basic proficiency with Teams, Outlook, Word, and Excel.

Nice to Have

• Accounting or payroll background.

• Experience at a tax firm or with tax preparation software.

• Familiarity with TaxDome or Drake Software. Training on these platforms is provided.

Compensation, Schedule & Perks

• Compensation: 2,400–2,800 USD/month

• Initial schedule: Tuesday–Thursday, 10 a.m.–6 p.m. Eastern.

• Tax season, January through at least April 15: Six days a week, from 10 a.m.–7 p.m. Eastern at minimum. Overtime is paid. Planned vacation or PTO is not available during this period; illness and family emergencies are exceptions.

• May–December: Three to five days a week. The ongoing schedule will be determined after tax season; the pay rate stays the same.

• PTO: One week becomes available after completing the first year, increasing by one week per year to a maximum of four weeks.

• Additional benefits: Post-tax-season and year-end bonuses, twice-yearly pay raises, and opportunities for internal growth. Bonus amounts depend on performance.