Bilingual Tax Preparation Specialist

Lopez Auto Insurance; Irving (TX); On-site; USD 23,000 - 26,000; Part time

Job summary

Lopez Auto Insurance & Tax is seeking a part-time Bilingual Tax Preparation Specialist in the Dallas area. You will guide clients through accurate, compliant filings, leveraging bilingual skills to serve a diverse client base and maximize tax benefits.

Responsibilities include gathering records, using tax software, calculating deductions, and submitting returns with IRS and local agencies, while building strong client relationships for retention.

Qualifications

• Bilingual proficiency in English and Spanish with strong verbal and written skills.
• Minimum 1 year of US tax preparation experience (personal and small business).
• Active PTIN and IRS compliance credibility.

Responsibilities

• Educate clients on tax compliance and strategies.
• Gather and verify financial records for accurate filings.
• Input data with tax software accurately and efficiently.
• Calculate deductions and credits to maximize returns.
• File taxes with IRS and state/local agencies electronically.
• Build and maintain client relationships to improve retention.

Skills

Bilingual English/Spanish

Client communication

Attention to detail

Education

High School Diploma

Tools

Tax software

MS Office

E-filing platforms

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.