Bilingual Customer Service Representative / Front Desk Associate (Spanish-English)

Taxvance; New York (NY); On-site; USD 40,000 - 42,000; Full time

Job summary

A community-focused tax service seeks a Bilingual Customer Service Representative to engage clients and provide exceptional front desk support. This role involves administrative tasks, client communication in both Spanish and English, and delivering specialized services like notarizations and translations. Ideal for individuals passionate about helping others in a fast-paced environment.

Qualifications

• Fluent in Spanish and English.
• Strong customer service orientation.
• Ability to handle sensitive information securely.

Responsibilities

• Greet and welcome clients with professionalism and cultural sensitivity.
• Translate documents and communicate complex information clearly.
• Manage front office operations and maintain client records.

Skills

Bilingual Communication

Client Engagement

Cultural Sensitivity

Job description

Bilingual Customer Service Representative / Front Desk Associate (Spanish-English)

Bilingual Customer Service Representative / Front Desk Associate (Spanish-English)

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At TaxVance, we’re more than just a tax service — we’re a trusted community partner dedicated to helping individuals and families navigate life’s most important paperwork with confidence and care.

Founded to bridge the gap between complex financial systems and underserved communities, TaxVance was built on a simple belief: everyone deserves access to reliable, respectful, and culturally competent support. Since day one, we've focused on making tax preparation, immigration documentation, notarizations, and translation services approachable and stress-free — especially for Spanish-speaking and immigrant communities.

Today, our team continues to deliver bilingual, people-first service rooted in integrity, precision, and a deep understanding of our clients’ real-world challenges. What sets us apart isn’t just what we do — it’s how we do it: with heart, clarity, and a fierce commitment to empowerment through education and advocacy.

We don’t just file forms — we help people move forward.

As the first point of contact for our clients, you will play a pivotal role in shaping their experience with TaxVance. This position blends hospitality, administrative expertise, and multilingual communication to ensure each client receives exceptional service with clarity, compassion, and accuracy.

Who We Are

At TaxVance, we’re more than just a tax service — we’re a trusted community partner dedicated to helping individuals and families navigate life’s most important paperwork with confidence and care.

Founded to bridge the gap between complex financial systems and underserved communities, TaxVance was built on a simple belief: everyone deserves access to reliable, respectful, and culturally competent support. Since day one, we've focused on making tax preparation, immigration documentation, notarizations, and translation services approachable and stress-free — especially for Spanish-speaking and immigrant communities.

Today, our team continues to deliver bilingual, people-first service rooted in integrity, precision, and a deep understanding of our clients’ real-world challenges. What sets us apart isn’t just what we do — it’s how we do it: with heart, clarity, and a fierce commitment to empowerment through education and advocacy.

We don’t just file forms — we help people move forward.Key Responsibilities

As the first point of contact for our clients, you will play a pivotal role in shaping their experience with TaxVance. This position blends hospitality, administrative expertise, and multilingual communication to ensure each client receives exceptional service with clarity, compassion, and accuracy.

Client Engagement & Communication

• Greet and welcome all clients with warmth, professionalism, and cultural sensitivity—serving as the face and voice of TaxVance
• Clearly communicate complex or sensitive information in both Spanish and English to ensure client understanding
• Actively listen to client needs and guide them to the appropriate services or team member with care and efficiency
• Build trusted relationships with a diverse clientele, many of whom rely on TaxVance for critical legal, financial, and immigration-related support

Specialized Administrative Services

• Notarize official documents such as affidavits, power of attorney forms, immigration paperwork, and legal declarations with precision and adherence to legal requirements
• Translate personal and legal documents (e.g., birth certificates, marriage licenses, affidavits, government forms) with attention to cultural nuance and legal accuracy
• Prepare, certify, and format affidavits and sworn statements for use in immigration, legal, and financial matters
• Guide clients through forms or document packages to ensure completeness, clarity, and compliance before submission

Operational Excellence

• Maintain accurate client records, logs, and appointment schedules using digital CRM and internal platforms
• Ensure the front office operates with world-class efficiency—managing supplies, coordinating appointment flow, and reducing wait times
• Liaise with back-office teams to ensure seamless handoffs, service continuity, and exceptional follow-through on client needs
• Assist with intake for tax preparation services, verifying documentation, answering service-related questions, and preparing files for tax professionals

Compliance & Confidentiality

• Uphold strict confidentiality standards when handling sensitive client documents and personal information
• Maintain up-to-date knowledge of notarial and translation laws, tax filing requirements, and immigration-related documentation protocols
• Ensure all front desk practices align with TaxVance’s compliance, ethics, and customer service standards

Join Our Team

If you're passionate about helping others, fluent in Spanish and English, and thrive in a fast-paced, purpose-driven environment — we want to hear from you.

This role is more than just front desk support; it's a chance to become a vital part of a trusted community hub. You'll deliver meaningful services like notarizations, translations, and affidavits that truly impact people's lives, all while growing your professional skills in a supportive, mission-oriented workplace.

Ready to make a difference every day? Apply now and help us continue building a more inclusive and empowered future — one client at a time.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

• Industries

  Individual and Family Services

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