Bilingual Tax Preparation Specialist - Mesquite, TX

Lopez Auto Insurance • Mesquite, TX

8d • $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 advising clients on tax preparation, compliance, and tax strategies; gathering and verifying financial records; entering data using tax software; calculating deductions, credits, and tax liabilities; and submitting returns to the IRS and state or local agencies through e-filing systems. The specialist will also build and maintain client relationships and support customer retention through proactive service. The posting describes the role as part-time in the title but lists the position type as full-time, with potential to continue full-time 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 financial records to support accurate tax filings.
• Enter financial information into tax preparation software accurately and efficiently.
• Calculate deductions, credits, and tax liabilities to maximize returns while ensuring compliance.
• Submit tax returns to the IRS and state or local agencies using e-filing systems and digital platforms.
• Build and maintain client relationships and contribute to customer retention through proactive service.

What This Job Offers

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