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Bilingual Tax Preparer - Dallas, TX

Lopez Auto Insurance
Coppell, TX Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/8/2025

Job Description

Job Description

Salary : $17.00 - $19.00 per hour (depending on experience) plus generous commissions.

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. Were 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 youll make an impact by guiding clients through accurate and compliant tax filing. Youll 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 youre 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.

    Salary : $17 - $19

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