Tax Assistant/Team Administrator

Founded in 1998, AbitOs has established itself as each client’s uniquely trusted counsel for income and estate planning, pre-immigration tax planning, national and international tax, and advisory services. As an independent network member of Crete Professionals Alliance, we pride ourselves on providing personalized, high-quality service built on strong relationships, collaboration, and mutual respect.

We value our people and offer a supportive culture, professional growth opportunities, and competitive benefits—including generous paid time off, 401(k) matching, and more.

Position Summary:
AbitOs is seeking a highly detailed, organized, and technologically savvy Team Administrator / Billing Coordinator to support our tax and accounting teams. This individual will play a key role in managing billing, processing tax filings, maintaining client data, and supporting administrative operations. The ideal candidate is proactive, bilingual (English/Spanish), and comfortable working in a fast-paced, deadline-driven environment. Overtime will be required, particularly during tax seasons (March/April and September/October).

Core Responsibilities:

• Prepare, process, and e-file tax returns (including complex filings for international clients, high-net-worth individuals, and corporations) using UltraTax, Practice CS, and Doc-It.
• Handle client billing, including drafting, reviewing, and processing invoices.
• Post and reconcile client payments, coordinate retainers, and manage tax payment processes.
• Prepare and maintain billing and accounts receivable reports.
• Reconcile new client accounts and retainers monthly.
• Process NSF payments, refunds, and deposits as needed.
• Manage partners’ calendars, coordinate meetings, and assist with scheduling deadlines.
• Maintain accurate client data and ensure timely updates to records.
• Provide professional and responsive communication to clients and internal teams.
• Assist with administrative duties and special projects as assigned.

Qualifications & Skills:

• Associate or Bachelor’s degree preferred.
• Minimum 2 years of administrative or billing experience (CPA firm experience strongly preferred).
• Proficiency in Microsoft Office (Excel, Word, Outlook, Teams).
• Experience with UltraTax, Practice CS, or similar accounting software a plus.
• Strong attention to detail, accuracy, and time management.
• Technologically savvy and quick to learn new software.
• Excellent written and verbal communication skills.
• Bilingual (English/Spanish) a plus.
• Must be able to work onsite (no hybrid or remote options).

Job Type: Full-time

Pay: $17.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Work Location: In person