English Spanish Bookkeeper/Tax Preparer

Bilingual Bookkeeper & Tax Preparer

Axis Accounting & Tax | Lakeland, FL (Remote)

About Us: We're a growing accounting practice serving small business owners across franchises, trades, and Spanish-speaking communities. We focus on delivering practical accounting and tax solutions.

The Role: We're looking for a bilingual (Spanish/English) bookkeeper with tax preparation experience to join our team. You'll be responsible for managing client books, preparing tax returns, and serving as a trusted point of contact for our clients.

Core Responsibilities:

Bookkeeping:

• Maintain monthly books for assigned clients in QuickBooks Online
• Perform bank and credit card reconciliations
• Review transactions for accuracy and proper categorization
• Generate financial reports (P&L, Balance Sheet, Cash Flow)
• Communicate with clients to resolve discrepancies or gather missing information

Tax Preparation:

• Collect and organize client financial documents and tax information
• Prepare individual and business tax returns in ProConnect Tax
• Review returns for accuracy and completeness before filing
• E-file returns and handle extension requests
• Respond to client questions about their tax situations in English and Spanish
• Manage IRS and state correspondence when needed

Client Communication:

• Serve as primary contact for assigned Spanish-speaking clients
• Explain financial reports and tax returns in clear, understandable terms
• Follow up on outstanding items and keep projects moving forward
• Provide proactive updates on deadlines and deliverables

What We're Looking For:

Required:

• Fluency in Spanish and English (written and verbal)
• Proven experience preparing tax returns (individual 1040s minimum)
• Working knowledge of QuickBooks Online or similar accounting software
• Strong attention to detail and ability to meet deadlines
• Reliable communication skills - you proactively update clients and team members
• Comfortable working independently with minimal supervision

Preferred:

• Experience with business tax returns (1120, 1120-S, 1065)
• Previous bookkeeping experience for small businesses
• Familiarity with ProConnect Tax or similar tax software
• Understanding of basic tax planning concepts

What We Offer:

• Compensation: $30,000-$50,000 annually based on experience
• Schedule: Part-time with flexible hours
• Location: Remote
• Work Environment: Small team focused on quality over quantity
• Growth Opportunity: We're expanding into franchise consulting and M&A work
• Technology: Modern tools and automation - QuickBooks Online, ProConnect Tax, Google Workspace
• Training: We invest in developing our team's skills

Our Expectations:

• Meet client deadlines consistently
• Communicate proactively when issues arise
• Take ownership of your client relationships
• Ask questions when you're uncertain rather than making assumptions
• Maintain client confidentiality and professionalism

Include a brief note about:

• Your tax preparation experience (types of returns, volume, software used)
• Your bookkeeping background
• Why you're looking for a new opportunity

Pay: $24.00 - $27.50 per hour

Work Location: Remote