Bilingual Tax Reviewer & Preparer

Job Description

Job Description

Our Spanish-speaking clients, business owners and families across the Katy and Houston area, need returns that are reviewed carefully and explained clearly, in whichever language they're most comfortable in. We're looking for someone with at least 2 years of tax experience under their belt who's ready to own review work, jump in to prepare returns when the team needs it, and keep building toward more responsibility over time. This is an individual-contributor role, you won't be managing anyone, but there's real room to grow as you show you're ready for more.

Required:

• Fully bilingual in English and Spanish, written and spoken — you'll be doing client-facing work in both

• At least 2 years of proven tax experience (public accounting or a tax firm), including some exposure to reviewing returns, not just preparing them

• Working knowledge of 1040, 1120, 1120S, 1065, and Schedule C/E returns

• A solid accounting foundation. Comfortable with bookkeeping, GL reconciliation, and financial statements

• Genuinely curious and proactive: you ask questions, look for what's next, and want more responsibility over time, not just a steady routine

• Comfortable managing deadlines during busy season without it becoming a fire drill

Preferred (not required):

• Active Enrolled Agent (EA) license, or actively studying for the exam — not required, but a plus, and we'll support you in finishing it if you're on the path

• Experience discussing return findings or simple planning ideas directly with clients

What You'll Do

• Review individual and small business tax returns (1040, 1120, 1120S, 1065, Schedule C/E) for accuracy, compliance, and missed opportunities

• Prepare returns yourself when client volume or deadlines call for extra hands-on capacity — not the majority of your time, but a real part of the job

• Meet with clients, in English or Spanish, depending on their preference, to walk through return findings and answer their questions

• Research evolving tax law and IRS guidance so your reviews stay sharp and current

• Flag planning opportunities you notice in client files (entity structure, retirement, real estate) and loop in the advisory team to take them further

• Work alongside accounting and bookkeeping colleagues on clients with more complex financial pictures

• Take on more, harder files, more client contact, more of the planning conversation, as you show you're ready for it

Compensation & Benefits

Base salary depending on experience and how much review work you're already doing.

• Annual company bonus

• Yearly performance reviews with compensation adjustments based on that review

• 401(k) with company contribution and match

• Paid time off, paid sick time, and flexible scheduling during non-peak season

• Support toward completing your EA license if you're not there yet (exam fees / study materials)

• Real room to grow into more responsibility — more complex clients, more client-facing work, and eventually a Senior Tax Specialist role — as you're ready for it

• The chance to make a real difference for Spanish-speaking business owners and families in the community

\nCompany Description

Galena Solutions, LLC is a full-service tax advisory and accounting firm headquartered in Katy, Texas, dedicated to helping small business owners and high-net-worth individuals build and protect their wealth. We go beyond tax preparation; our focus is proactive, year-round planning that creates real, measurable results for our clients.

Our services span the full financial lifecycle: strategic tax planning, accounting and bookkeeping, fractional CFO services, business structuring, and regulatory compliance. We partner with our clients as trusted advisors, not just at tax time but throughout the year, helping them make smarter financial decisions at every stage of their business.

At Galena Solutions, we believe every client deserves a personalized strategy not a one-size-fits-all approach. We proudly serve a diverse client base, including a strong Spanish-speaking community, and bring the same level of expertise and care to every engagement.

If you're driven by excellence, value integrity, and want to make a real difference in clients' financial lives, we'd love to have you on our team.

Company Description

Galena Solutions, LLC is a full-service tax advisory and accounting firm headquartered in Katy, Texas, dedicated to helping small business owners and high-net-worth individuals build and protect their wealth. We go beyond tax preparation; our focus is proactive, year-round planning that creates real, measurable results for our clients.\r\n\r\nOur services span the full financial lifecycle: strategic tax planning, accounting and bookkeeping, fractional CFO services, business structuring, and regulatory compliance. We partner with our clients as trusted advisors, not just at tax time but throughout the year, helping them make smarter financial decisions at every stage of their business.\r\n\r\nAt Galena Solutions, we believe every client deserves a personalized strategy not a one-size-fits-all approach. We proudly serve a diverse client base, including a strong Spanish-speaking community, and bring the same level of expertise and care to every engagement.\r\n\r\nIf you're driven by excellence, value integrity, and want to make a real difference in clients' financial lives, we'd love to have you on our team.