Advisor Assistant – Tax & accounting firm

Advisor Assistant – Tax & accounting firm

Recruitment began on December 11, 2025

and the job listing Expires on January 11, 2026

Internship Accounting, Data Analytics, Economics & Finance

Bee Tax is seeking an Advisor Assistant to support our advisory, accounting, and tax team with administrative, operational, and customer‑service tasks. This role is ideal for someone organized, proactive, bilingual, and eager to grow in a fast‑paced environment.

Key Responsibilities

Client Service

Greet and assist clients in person and by phone.

Provide Spanish–English translations as needed.

Support cross‑selling opportunities and follow‑up calls to clients.

Handle redirected calls and provide solutions or proper routing.

Maintain ongoing follow‑up with your assigned accounting clients.

Administrative & Accounting Support

Prepare client reports and perform simple accounting in Excel.

Create official accounts (withholding, EFTPS, sales tax, etc.).

Register new companies, reinstatements, amendments, dissolutions, and EIN applications.

File annual reports for IRS and State.

Categorize transactions in Quick Books Online (QBO).

Create and manage Tax Dome accounts; maintain CRM information up to date.

Scan, organize, and send client documentation securely (password‑protected).

Monitor and resolve items from the intake form for new accounting clients.

Assist the advisor with any other assigned operational tasks.

Tax Services

Perform data entry for individual tax returns (Form 1040).

Prepare 1099‑NEC / 1099‑MISC forms.

Complete IRS and State powers of attorney (POA).

Process online tax payments on behalf of clients.

Complete ITIN applications (Form W‑7).

Assist with immigration‑related procedures tied to tax or business documentation (when applicable).

Payroll

Complete W‑4 and state tax forms.

Execute payroll cycles and issue corresponding reports.

Basic Legal & Document Support

Draft employment letters, rental agreements, and operating agreements.

Create shipping labels (USPS or other providers) for physical document delivery.

Office Support & Culture

Maintain organization in the workspace.

Participate in office‑wide cleaning and upkeep.

Requirements

Education

High School Diploma or equivalent.

Technical training in administration or customer service (preferred).

Experience

1+ year in administrative work, basic accounting, or customer service.

Technical Skills

Basic proficiency with Microsoft Office and/or Google Workspace.

Basic understanding of tax regulations.

Experience with Quick Books Online (QBO) — certification preferred.

Ability to use AI‑based tools for productivity.

Fluent English and Spanish (written and verbal).

Soft Skills

Adaptability and resilience.

Results‑oriented and proactive.

Teamwork and empathy.

Time‑management and prioritization under high demand.

Professional ethics and responsibility.

Good presentation and punctuality.

Analytical thinking.

Discretion and ability to handle confidential information.

Work Conditions

Schedule: On‑site position.

Reports to: Office Manager and Advisor.

Training Requirements

Individual tax training (within 90 days).

Corporate tax training (within 90 days).

20 hours of annual continued education.

Ability to use individual tax software at a minimum of 70%.

Proper use of AI tools for workflow optimization.