Bilingual Tax Preparation Specialist - Mesquite, TX

Lopez Auto Insurance

Mesquite, TXOn-siteFull time
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Location
Mesquite, TX
Work style
On-site
Job type
Full time
Posted
Nov 2
2 days ago
Career path

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About the company

Lopez Auto Insurance

Insurance · 11 to 50 employees

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.

Lopez Auto Insurance on LinkedIn

What you'll do

  • Serve as a trusted advisor in the tax preparation process
  • Gather and verify financial records
  • Calculate deductions, credits, and tax liabilities
  • Manage tax submissions with the IRS and state/local agencies
  • Build and maintain strong client relationships

What you need

  • Fluent in English and Spanish
  • At least 1 year of tax preparation experience in a professional setting in the U.S.
  • Experience processing personal and small business returns
  • Active Preparer Tax Identification Number (PTIN)
  • Proficiency in popular tax software and digital filing systems
  • Proficiency in MS Office (Excel, Word)
  • Additional certifications in tax or financial planning (preferred)
  • Education: a high school diploma

Key skills

tax softwaredigital filing systemsMS OfficeExcelWordrelationship management skills

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Read the full posting here
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: Full-time (Potential for Full-Time after the Tax Season as an Insurance Agent)Compensation: 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.

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