Executive Assistant to the Accounting Manager

Taxleaf

Miami (FL)

On-site

USD 36,000 - 60,000

Full time

5 days ago
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Job summary

Taxleaf in Miami seeks an administrative assistant to support the Accounting Manager with daily operations, handling calls, calendar management, and client communications. You will assist with tax return prep and bookkeeping reviews using Leafnet, while maintaining records and ensuring smooth workflow.

Fluency in Spanish is required; English preferred. The role requires strong organization, multitasking, and discretion in handling confidential information, working both independently and with the

Qualifications

  • Bachelor's degree or equivalent experience.
  • Minimum one year of administrative assistant experience or related role.
  • Minimum one year of accounting, bookkeeping, or related financial field.
  • Fluency in Spanish required; English proficiency strongly preferred.
  • Proficiency in Microsoft Office and Microsoft Teams.
  • Excellent written and verbal communication skills.
  • Strong organizational, analytical, and multitasking abilities.
  • Proven attention to detail and ability to manage competing priorities.
  • Ability to work independently with minimal supervision and in a team.

Responsibilities

  • Serve as primary liaison between clients and Accounting Manager—screen calls and visitors and route communications.
  • Manage Accounting Manager's calendar, schedule meetings, and send correspondence.
  • Perform accounting support duties including tax return preparation assistance and bookkeeping reviews.
  • Maintain accurate records and databases; prepare status reports.
  • Use Leafnet to place orders, process payments, complete projects, and document client interactions
  • Follow up on pending actions, services, and sales leads for timely resolution.
  • Provide consistent communication to accounting and sales teams to support internal workflow.
  • Handle document management tasks: printing, faxing, mailing, copying, scanning, filing, and emailing.
  • Prepare professional correspondence and letters.
  • Coordinate with staff and departments as needed; contact government offices as required.
  • Assess and prioritize matters for the Accounting Manager; redirect as appropriate.
  • Maintain confidentiality of all company and client information.

Skills

Spanish language
Written & verbal communication
Organization
Analytical thinking
Detail oriented

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office
Microsoft Teams

Job description

Job Purpose

Support the Accounting Manager with daily operations at Contador Miami's office. Responsibilities include receiving, processing, and filing paperwork; attending to clients via phone, email, and in person; and using Leafnet as the primary client management platform.

Qualifications
  • Bachelor's degree or equivalent experience
  • Minimum one year of experience as an administrative assistant or in a related role
  • Minimum one year of experience in accounting, bookkeeping, or a related financial field
  • Fluency in Spanish required; English proficiency strongly preferred
  • Proficiency in Microsoft Office and Microsoft Teams
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and multitasking abilities
  • Proven attention to detail and ability to manage competing priorities
  • Ability to work independently with minimal supervision as well as collaboratively in a team
  • Customer service orientation and strong interpersonal skills
  • Proactive, resourceful, and self-driven work style
Responsibilities
  • Serve as the primary liaison between clients and the Accounting Manager — receive and screen phone calls and visitors, take messages, and route communications with professionalism and discretion
  • Manage and maintain the Accounting Manager's calendar, schedule meetings, and send correspondence
  • Perform accounting support duties including tax return preparation assistance and bookkeeping reviews
  • Maintain accurate and up-to-date records and databases; prepare regular status reports
  • Use Leafnet to place orders, process payments, complete projects, and document all client interactions
  • Follow up on pending actions, services, and sales leads to ensure timely resolution
  • Provide consistent communication to the accounting and sales teams to support an efficient internal workflow
  • Handle document management tasks: printing, faxing, mailing, copying, scanning, filing, and emailing
  • Compose and prepare professional correspondence and letters
  • Coordinate with other staff members and departments as needed
  • Place calls to government offices as required
  • Assess and prioritize matters for the Accounting Manager; handle or redirect tasks as appropriate
  • Maintain strict confidentiality of all company and client information in accordance with established policies
  • Perform additional duties and special projects as assigned by the department head
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