Assistant CPA / CPA 助理
YZ CPA LLC is hiring a bilingual Assistant CPA / CPA 助理 to support tax preparation, client communication, and accounting workflows for local Austin and remote Chinese-speaking clients.
YZ CPA LLC 正在招聘一位中英双语的 Assistant CPA / CPA 助理,协助税务申报、客户沟通与会计流程管理,服务奥斯汀本地及远程华人客户。
Role Summary
This role supports the firm across tax season operations, document intake, bilingual client communication, workflow follow-up, and day-to-day coordination for accounting and tax preparation work.
岗位概述
这个岗位将协助事务所在报税季和日常运营中处理资料收集、双语客户沟通、流程跟进,以及会计与税务准备相关的支持工作。
Key Responsibilities
- Assist with tax return preparation support for W2, 1099, and individual client files.
- Communicate with clients in English and Chinese to collect documents and clarify missing information.
- Organize files, track case progress, and help maintain accurate internal workflow records.
- Support remote client service processes, including secure file intake and follow-up communication.
- Help prepare meeting notes, summaries, and internal task coordination for the CPA team.
主要职责
- 协助处理 W2、1099 及个人客户税表准备相关支持工作。
- 使用中英文与客户沟通,收集资料并确认缺失信息。
- 整理客户文件、跟踪案件进度,并维护内部流程记录的准确性。
- 协助远程客户服务流程,包括安全资料上传后的跟进与沟通。
- 协助 CPA 团队准备会议记录、工作摘要和内部任务协调。
Qualifications
- Professional working proficiency in both English and Chinese.
- Strong attention to detail, organization, and follow-through.
- Comfort working with client documents, tax support workflows, and digital tools.
- Ability to communicate clearly, professionally, and patiently with clients.
任职要求
- 具备良好的中英文书面与口头沟通能力。
- 做事细致、有条理,具备较强的责任心和跟进能力。
- 能够适应客户资料处理、税务支持流程和数字化工具使用。
- 与客户沟通时表达清晰、专业并有耐心。
Preferred
- Experience in accounting, tax support, bookkeeping, or client service is a plus.
- Familiarity with U.S. individual tax concepts, W2, or 1099 workflows is a plus.
- Comfort with remote collaboration, video meetings, and structured digital document handling is a plus.
加分项
- 有会计、税务支持、bookkeeping 或客户服务经验者优先。
- 熟悉美国个人报税、W2 或 1099 基本流程者优先。
- 适应远程协作、视频会议和规范化电子资料处理流程者优先。
How To Apply
Please send a brief introduction and resume through our Contact Us page. If relevant, include your language ability, tax or accounting support experience, and availability.
申请方式
请通过我们的 Contact Us 页面提交简短自我介绍和简历。如方便,也可说明你的语言能力、税务或会计支持经验,以及可工作的时间安排。
