Bilingual Tax Preparation Specialist

Job Description

Job Description

Job Description - Bilingual Tax Preparer

 

About Us:

Lopez Auto Insurance & Tax is a trusted name in the industry, known for our unwavering dedication to providing high-quality insurance and tax solutions. For over a decade, our commitment to accuracy, reliability, and personalized support has built our reputation as a leader in the community. We’re passionate about helping clients navigate their financial journeys with confidence and peace of mind.

 

Job Title: Part-time Bilingual Tax Preparation Specialist (Dallas and Surrounding Areas)

Position Type: Part-time (Potential for Full-Time after the Tax Season as an Insurance Agent)

Compensation: $17.00 - $19.00 per hour (DOE) plus performance-based commissions.

 

About the Role:

Join our team as a Bilingual Tax Preparation Specialist, where you’ll make an impact by guiding clients through accurate and compliant tax filing. You’ll use your client-focused approach and attention to detail to maximize tax benefits while ensuring complete adherence to federal, state, and local regulations. Key responsibilities include:

• Serving as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies.
• Efficiently gathering and verifying financial records to streamline accurate filings.
• Utilizing top tax software tools to input financial data with precision and efficiency.
• Calculating deductions, credits, and tax liabilities to maximize returns and ensure compliance.
• Managing tax submissions with the IRS and state/local agencies, using e-filing systems and digital platforms.
• Building and maintaining strong client relationships, contributing to high customer retention through a proactive service approach.

 

Job Requirements:

• Bilingual Proficiency: Fluent in English and Spanish, with exceptional verbal and written communication skills to serve a diverse client base effectively.
• Experience: At least 1 year of tax preparation experience in a professional setting in the U.S., processing both personal and small business returns.
• Licensing: Active Preparer Tax Identification Number (PTIN) to ensure compliance and credibility with the IRS.
• Tech-Savvy: Proficiency in popular tax software, digital filing systems, and MS Office (Excel, Word) with strong comfort in digital platforms for efficient e-filing.
• Client-Centered Skills: Excellent communication and relationship management skills, with the ability to translate complex tax concepts into easy-to-understand advice.
• Education: High School Diploma or equivalent (additional certifications in tax or financial planning are a plus).

 

Why Choose Lopez Auto Insurance & Tax?

 

At Lopez Auto Insurance & Tax, we celebrate diversity and provide a welcoming, inclusive workplace. We believe in empowering our employees and fostering an environment where every team member has the resources to grow.

 

Join Us:

If you’re driven to make a difference in your community and want a challenging yet rewarding role in tax preparation, apply today. This is an opportunity to work with a dynamic team dedicated to delivering excellence and value to every client.