Bilingual Senior Tax Accountant

Roman Health Pharmacy LLC; Coatesville (Chester County); Presencial; USD 80.000 - 120.000; Jornada completa

Descripción de la vacante

Roman Health Pharmacy LLC seeks a skilled Senior Tax Accountant to handle complex individual tax returns and provide year-round advisory services for clients in the Philadelphia area. The role requires bilingual English/Spanish communication, CPA designation or active licensure, and strong proficiency with tax software and MS Excel.

You will consult with clients in both languages, ensure accuracy and compliance, and act as the primary contact for Spanish-speaking clients in a fast-paced tax

Formación

• CPA designation preferred; active licensure acceptable.
• Bachelor’s degree in Accounting or Finance required.
• Fluent in English and Spanish (written and spoken) required.
• 2+ years of dedicated tax preparation experience, focusing on Form 1040s.
• Local to Philadelphia and available to work daily in the office.
• Proficient with standard tax software and MS Excel.

Responsabilidades

• Prepare and review federal, state, and local individual tax returns (Form 1040s).
• Conduct tax consultations and client interviews in English and Spanish.
• Provide proactive tax planning and year-round advisory services for individuals and small businesses.
• Research complex tax issues and ensure IRS compliance.
• Serve as primary contact for Spanish-speaking clients, translating financial terms.

Conocimientos

Bilingual English/Spanish

MS Excel

Tax software proficiency

Educación

CPA designation

Bachelor’s degree in Accounting or Finance

Herramientas

Tax software

Descripción del empleo

We are seeking a skilled, detail-oriented, and bilingual (English/Spanish) Senior Tax Accountant to join our team in Philadelphia. In this role, you will be a key player in handling complex tax preparation, with a heavy focus on individual income tax returns (Form 1040s) for our diverse clientele. The ideal candidate will be a certified CPA (or actively pursuing licensure) who can confidently consult with clients in both languages, ensuring accuracy, compliance, and an exceptional customer experience.

Essential Duties and Responsibilities

Prepare and review federal, state, and local individual tax returns (Form 1040s), including schedule C, D, and E filings.

Conduct tax consultations and client interviews fluently in both English and Spanish to gather financial data and understand their unique tax situations.

Provide proactive tax planning, strategies, and year-round advisory services to individuals and small business owners.

Research complex tax issues, interpret tax laws, and ensure strict compliance with IRS regulations.

Act as a primary point of contact for Spanish-speaking clients, translating complex financial terms into easily understood advice.

Qualifications

Education & License: Certified Public Accountant (CPA) designation is highly preferred; candidate must possess a Bachelor’s degree in Accounting or Finance.

Language: Professional fluency in both English and Spanish (written and verbal) is required.

Experience: 2+ years of dedicated tax preparation experience, with heavy proficiency in 1040s.

Location: Must be local to Philadelphia and able to work daily out of our physical office.

Proficiency with standard professional tax software and MS Excel.

$80,000 - $120,000 a year