Bilingual Tax Specialist

4 weeks ago


Dallas, Texas, United States Lopez Auto Insurance Full time
Job Overview

Lopez Auto Insurance is a leading insurance provider dedicated to delivering exceptional services. We're seeking a skilled Bilingual Tax Preparation Specialist to join our team.

This part-time role involves preparing federal, state, and local tax returns for clients, ensuring accuracy and compliance with IRS regulations. Key responsibilities include:

  • Providing clients with clear information about the tax preparation process.
  • Collecting and organizing financial documents, such as pay stubs and income statements.
  • Accurately inputting financial data into tax return software or databases.
  • Calculating deductions and tax liabilities in compliance with federal, state, and local tax laws.
  • Completing and submitting tax forms to the appropriate agencies.
  • Serving as a liaison with relevant agencies when necessary.
  • Building and nurturing customer relationships to promote our business.

Requirements:

  • Minimum of two years of tax preparation experience in a professional setting.
  • Possession of a Preparer Tax Identification Number (PTIN).
  • In-depth knowledge of applicable tax laws, regulations, and deadlines.
  • Proficiency with popular tax preparation, word processing, and spreadsheet software.
  • Familiarity with the tax return submission and confirmation process.
  • Exceptional customer service skills, including patience and adaptability.
  • Strong organizational abilities, time management skills, and strategic thinking.
  • Excellent written and oral communication skills.
  • Keen attention to detail.
  • High School Diploma or equivalent.

We value diversity and are committed to providing equal employment opportunities. If you're passionate about contributing to the financial well-being of our community, we encourage you to apply.



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