Bilingual Tax Preparation Specialist

Lopez Auto Insurance • Dallas, TX

9d • $15 - $17

About The Position

Lopez Auto Insurance & Tax is hiring a Bilingual Tax Preparation Specialist to guide clients through accurate, compliant tax filing. The role involves helping clients understand compliance and tax strategies, gathering and verifying financial records, using tax software to prepare returns, calculating deductions and liabilities, and submitting returns to the IRS and relevant state and local agencies. The specialist also builds client relationships and supports customer retention through proactive service. The posting describes the position as part-time in the job title, but lists the position type as full-time with potential for full-time work after tax season as an insurance agent. Compensation is hourly, dependent on experience, plus performance-based commissions.

Requirements

• Fluent in English and Spanish, with strong verbal and written communication skills.
• At least 1 year of professional tax preparation experience in the United States, including personal and small business returns.
• Active Preparer Tax Identification Number (PTIN).
• Proficiency with popular tax software, digital filing systems, and Microsoft Office, including Excel and Word.
• Strong communication and relationship-management skills, including the ability to explain complex tax concepts clearly.
• High school diploma or equivalent.

Nice To Haves

• Additional certifications in tax or financial planning.

Responsibilities

• Advise clients during tax preparation and explain compliance requirements and tax strategies.
• Gather and verify clients’ financial records.
• Use tax software to enter financial information accurately and efficiently.
• Calculate deductions, credits, and tax liabilities to maximize returns while ensuring compliance.
• Submit tax returns to the IRS and state and local agencies using e-filing systems and digital platforms.
• Build and maintain client relationships and support customer retention through proactive service.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED