What are the responsibilities and job description for the Bilingual Assistant position at LINCOLN TAX & FINANCIAL SERVICES?
Company Description
Lincoln Tax & Financial Services is dedicated to helping individuals and small businesses gain confidence, clarity, and control over their finances. We provide expert tax preparation, bookkeeping, payroll, and financial guidance designed to simplify the numbers and strengthen your financial future. Our mission is to make every financial decision an informed one, with a focus on accuracy, compliance, and personalized service. Whether managing a first business or planning for growth, we partner with clients year-round to support their financial goals and peace of mind.
Role Description
This is a full-time, on-site role located in Lawrenceville, GA for an Spanish Speaking Assistant. The Bilingual Assistant will be responsible for performing a variety of administrative support, data entry, tax preparation, bookkeeping and payroll tasks. Manage client communications, and ensuring accurate record-keeping. Day-to-day tasks include scheduling appointments, preparing financial reports, handling inquiries, maintain office supplies, and ensure compliance with company procedures.. The role requires excellent organizational skills and the ability to work collaboratively with the team.
Qualifications
- Spanish Speaking
- Strong administrative, organizational and time management skills
- Experience with data entry administrative tasks such as scheduling, record-keeping
- Basic knowledge of tax preparation, bookkeeping, payroll, and financial reporting
- Experience in the financial services industry is a plus
- Proficiency in office software such as Microsoft
- Excellent written and verbal communication skills both English and Spanish
- Attention to detail and accuracy
- Ability to work independently and within a team
- Experience with client management and customer service
- Ability to work independently and as part of a team with a high degree of accuracy