Bilingual Tax Preparation Specialist - Richardson TX

Lopez Auto Insurance; Richardson (TX); Sur place; USD 23 000 - 26 000; Temps partiel

Résumé du poste

Lopez Auto Insurance & Tax seeks a Part-time Bilingual Tax Preparation Specialist to guide clients through accurate, compliant tax filings in Dallas and surrounding areas. You will gather financial records, use tax software, calculate deductions and credits, and ensure e-filing with federal and state agencies, while building lasting client relationships.

This role offers $17.00-$19.00 per hour DOE plus performance-based commissions, with potential to move to full-time after tax season as an

Qualifications

• Bilingual English/Spanish with strong verbal and written skills.
• At least 1 year of tax preparation experience in the U.S., handling personal and small business returns.
• Active PTIN for IRS compliance and credibility.
• Proficiency in tax software, digital filing systems, and MS Office.
• Ability to explain complex tax concepts in simple terms.
• High School Diploma or equivalent; additional tax/financial planning certs are a plus.

Responsabilités

• Educate clients on compliance and tax strategies.
• Gather and verify financial records for accurate filings.
• Input data using top tax software with precision and speed.
• Calculate deductions, credits, and liabilities to maximize returns.
• Submit taxes via IRS/state/local e-filing systems.
• Build and maintain strong client relationships for retention.

Connaissances

Bilingual English/Spanish

Tax experience

Client communication

Digital platforms

Formation

High School Diploma or equivalent

Outils

MS Office

Tax software

E-filing platforms

Description du poste

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.

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

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

$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.

• 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, this is an opportunity to work with a dynamic team dedicated to delivering excellence and value to every client.