Tax and bookkeeping specialist

We are hiring for two positions: one based in Monroe, NC, and one in Charlotte, NC.About the RoleWe are seeking a bilingual Tax and Bookkeeping Specialist with solid experience in accounting, tax preparation, and client service. You will provide personalized guidance to individuals and businesses, ensuring compliance with U.S. tax regulations while maintaining strong client relationships and delivering high-quality service.Key ResponsibilitiesProvide tax, accounting, and payroll advisory services to individuals and businesses.Manage client portfolios: follow-up, reports, and case resolution.Prepare individual and corporate tax returns, forms, and reports.Set up and manage accounts in QuickBooks Online and TaxDome.Analyze financial information and propose accounting/tax solutions.Contact the IRS or state agencies on behalf of clients.Handle business documentation and contracts using legal templates.Support audits (tax and Workers' Compensation).Collaborate across departments to ensure full-service delivery.RequirementsDegree in Accounting, Finance, or Business Administration.1+ years of accounting/tax services experience.1+ year of customer service experience.Proficiency in Microsoft Office and/or Google Workspace.Updated knowledge of U.S. tax regulations.QuickBooks Online certifications and proficiency.Fully bilingual: English & Spanish (spoken and written, CEFR C1 level in both at least).Familiarity with AI tools for accounting/tax tasks.Core SkillsStrong communication and customer service skills.Organization, time management, and prioritization.Adaptability, resilience, and teamwork.Analytical and results-driven mindset.Certifications Required After HireIndividual Tax Course – within 90 days.Corporate Tax Course – within 90 days.Annual Filing Season Program certification.20 hours of education per year.