Bilingual Tax Specialist

4 days ago


Dallas, Texas, United States Lopez Auto Insurance Full time
Job Overview:
As a Bilingual Tax Specialist, you will play a vital role in guiding clients through the tax preparation process, ensuring accurate and compliant filings. With your exceptional communication skills and attention to detail, you will maximize tax benefits while adhering to federal, state, and local regulations.

About Us:
Lopez Auto Insurance & Tax is a trusted name in the industry, dedicated to providing high-quality insurance and tax solutions. We value diversity and foster an inclusive workplace, empowering our employees to grow and thrive.

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

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?
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.

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