Financial Tax Expert
3 weeks ago
**Job Title:** Financial Tax Expert
We are seeking a highly skilled Bilingual Tax Specialist to join our team at Lopez Auto Insurance & Tax. As a key member of our tax preparation team, you will be responsible for guiding clients through the tax preparation process, ensuring accurate and compliant filings.
**About Us:**
Lopez Auto Insurance & Tax is a trusted name in the industry, known for our commitment to providing high-quality insurance and tax solutions. Our dedication to accuracy, reliability, and personalized support has built our reputation as a leader in the community.
**Job Description:
You will serve as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies. You will efficiently gather and verify financial records to streamline accurate filings, utilizing top tax software tools to input financial data with precision and efficiency.
**Key Responsibilities:*
- Serve as a trusted advisor in the tax preparation process, educating clients on compliance and tax strategies.
- Efficiently gather and verify financial records to streamline accurate filings.
- Utilize top tax software tools to input financial data with precision and efficiency.
- Calculate deductions, credits, and tax liabilities to maximize returns and ensure compliance.
- Manage tax submissions with the IRS and state/local agencies, using e-filing systems and digital platforms.
- Build and maintain strong client relationships, contributing to high customer retention through a proactive service approach.
**Requirements:**
To be successful in this role, you must have at least 1 year of tax preparation experience in a professional setting in the U.S., processing both personal and small business returns. You must also possess a Preparer Tax Identification Number (PTIN) and be proficient in popular tax software, digital filing systems, and MS Office (Excel, Word).
**Why Choose 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.
**Estimated Salary Range:** $17.00 - $19.00 per hour, plus performance-based commissions.
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