About the Role

We are looking for a highly organized, proactive, and bilingual Personal Assistant to support a seasoned Accountant and Tax Advisor with over 21 years of experience managing multiple businesses. This is a high-trust, executive-level support role that goes far beyond traditional admin work, you will become a true extension of the client, managing her communications, schedule, travel, events, and day-to-day operations.

The idóneo candidate has some background in accounting or finance, is comfortable learning new procedures and tools, and can represent the client professionally in both English and Spanish.

Key Responsibilities

Email & Communications Management

Monitor, filter, and organize emails across 5 different email addresses tied to multiple businesses

Flag urgent messages, respond to routine inquiries on behalf of the client, and ensure nothing is missed

Maintain clear inbox organization and escalate priority items promptly

Client & Lead Outreach

Make outbound calls to potential and existing clients on behalf of the client

Follow up with leads, confirm appointments, and handle scheduling communications

Represent the client in a professional, bilingual, and courteous manner at all times

Calendar & Schedule Coordination

Manage the client's calendar and schedule meetings without conflicts

Coordinate logistics for networking events, speaking engagements, and business appointments

Send reminders and prepare briefing notes for upcoming commitments

Travel & Expense Coordination

Research, book, and manage travel arrangements including flights, hotels, and ground transportation

Ensure all travel aligns with the client's schedule and budget





Pay bills and handle vendor payments as directed

Presentation & Event Support

Create professional presentations using Gamma and/or PowerPoint based on talking points provided by the client

Support preparation for speaking engagements and networking events

Coordinate event-related logistics and follow-up tasks

Procedures & Systems

Learn and follow the client's internal procedures and adapt to her workflow

Work across multiple software tools and CRM platforms (training provided)

Keep digital records and files organized and up to date

Requirements

Fluent in English and Spanish , written and verbal

Background in accounting, finance, bookkeeping, or a math-related field is strongly preferred

Available Monday–Friday, 9:00 AM – 5:30 PM Eastern Standard Time

Proficient in Google Workspace (Gmail, Calendar, Drive, Docs) and Microsoft Office (Word, Excel, PowerPoint)

Experience with Gamma (AI presentation tool) is a significant plus

Comfortable making outbound calls and speaking with clients and vendors professionally

Highly organized with the ability to manage multiple inboxes and priorities simultaneously

Quick learner who can absorb new systems and procedures with minimal supervision

Must provide own equipment and reliable internet connection

High School Diploma required; degree in Business, Accounting, or related field is a plus

What We Offer

Competitive hourly rate based on experience

Stable full-time schedule, Monday–Friday

Paid onboarding and training on client procedures and tools

A long-term, high-trust role with a seasoned professional

Fully remote, work from anywhere with a reliable internet connection

📌 Bilingual Personal Assistant – Accounting Environment (Remote) (Ciudad de México)
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📍 Ciudad de México