Bilingual Tax Preparer - Dallas, TX

Lopez Auto Insurance; Dallas (TX); Vor Ort; USD 23.419.000 - 35.818.000; Teilzeit

Benefits dieser Stelle

Commission

Zusammenfassung

Lopez Auto Insurance & Tax is seeking a Part-time Bilingual Tax Preparation Specialist to serve Dallas and surrounding areas. You will guide clients through accurate, compliant tax filings and maximize their returns while adhering to IRS rules.

The role emphasizes client-focused service and attention to detail in all filing steps. Responsibilities include gathering documents, entering data into tax software, calculating deductions and credits, and submitting e-file returns with state and federal

Qualifikationen

• At least 1 year of tax preparation experience in the U.S., handling personal and small business returns.
• PTIN must be active for IRS credibility.
• Fluent in English and Spanish with strong verbal and written communication.

Aufgaben

• Assist clients through accurate and compliant tax filing.
• Gather and verify financial records for filings.
• Input data using tax software with attention to detail.
• Calculate deductions and credits to maximize returns.
• Submit tax filings via IRS and state e-file systems.
• Build relationships to encourage client retention.

Kenntnisse

Bilingual English/Spanish

Tax preparation

Client communication

MS Office

Ausbildung

High School Diploma

Tools

Tax software

Electronic filing

Jobbeschreibung

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