Bilingual Tax Preparation Specialist 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.
