Tax Assistant/Team Administrator Abitos

PLLC - 1.0

Boca Raton, FL Job Details Full-time $17 - $22 an hour 9 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Employee assistance program Vision insurance 401(k) matching Employee discount Life insurance Referral program Retirement plan Qualifications Spanish Customer communication Teamwork Executive administrative support English Attention to detail Full Job Description Founded in 1998, AbitOs has established itself as each client's uniquely trusted counsel for income and estate planning, pre-immigration tax planning, national and international tax, and advisory services. As an independent network member of Crete Professionals Alliance, we pride ourselves on providing personalized, high-quality service built on strong relationships, collaboration, and mutual respect. We value our people and offer a supportive culture, professional growth opportunities, and competitive benefits—including generous paid time off, 401(k) matching, and more.

Position Summary:

AbitOs is seeking a highly detailed, organized, and technologically savvy Team Administrator to support our tax and accounting teams. This individual will play a key role in managing billing, processing tax filings, maintaining client data, and supporting administrative operations. The ideal candidate is proactive, bilingual (English/Spanish), and comfortable working in a fast-paced, deadline-driven environment. Overtime will be required, particularly during tax seasons (March/April and September/October).

Core Responsibilities:

Prepare, process, and e-file tax returns (including complex filings for international clients, high-net-worth individuals, and corporations) using UltraTax, Practice CS, and Doc-It . Handle client billing, including drafting, reviewing, and processing invoices. Post and reconcile client payments, coordinate retainers, and manage tax payment processes. Prepare and maintain billing and accounts receivable reports. Reconcile new client accounts and retainers monthly. Process NSF payments, refunds, and deposits as needed. Manage partners' calendars, coordinate meetings, and assist with scheduling deadlines. Maintain accurate client data and ensure timely updates to records. Provide professional and responsive communication to clients and internal teams. Assist with administrative duties and special projects as assigned.

Qualifications & Skills:

Associate or Bachelor's degree preferred. Minimum 2 years of administrative or billing experience (CPA firm experience strongly preferred). Proficiency in Microsoft Office (Excel, Word, Outlook, Teams). Experience with CCH, UltraTax, Practice CS, or similar accounting software a plus. Strong attention to detail, accuracy, and time management. Technologically savvy and quick to learn new software. Excellent written and verbal communication skills. Bilingual (English/Spanish) a plus. Must be able to work onsite (no hybrid or remote options).

Job Type:

Full-time Pay:

$17.00 - $22.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance

Work Location:

In person