Bilingual Tax Preparer

Position Title: Bilingual Tax Preparer

Department: USST- Company Store

Status: Seasonal

Reports to: Office Supervisor

FLSA Status: Non-exempt.

Why Liberty Tax?

Since 1997, we've excelled as a leading franchisor, aiding countless Americans in refund maximization. Our customers are looking for someone they can trust, a price they can afford, and to either owe less in taxes or get their most significant refund.

Believe in our mission! The Liberty Tax's mission is to be trusted locally and respected nationally as the best choice for professional tax services. In keeping with that mission, we are an organization built on keeping it R.E.A.L- Relational, Excellent, Accountable, and Local.

Our Core values are commitment to community impact, diversity, and employee development and has contributed to its reputation in the tax preparation industry.

Our Culture

• Celebrations, recognitions, and volunteer opportunities
• Diversity & Inclusion
• Opportunities for career advancement within the company
• Awesome perks including a fun business-casual environment.
• Training and mentoring programs 
• We serve to make a positive difference in the community to build positive and established relationships, create a healthy and fun work environment.

Position Purpose

The Tax Preparer conducts an in-depth interview with the client to obtain all the required information and material to complete the tax return.

Position Responsibilities/Duties/Functions/Tasks

• Establish rapport with clients to build working relationships and increase retention
• Provide exceptional customer service
• Prepare complete and accurate tax returns 
• Fulfills ongoing training and testing requirements, as required 
• Implements client-oriented product initiatives approved by corporate 
• Ensures office is clean, organized, and in compliance
• Other duties as assigned

Position Qualifications

• Must have PTIN or eligible to receive
• Must be bilingual and fluent in Spanish and English
• Excellent interpersonal and customer service skills 
• Ability to communicate in a professional manner
• Computer proficient and a familiarity with Microsoft Office
• Qualified applicants must be self-starters and computer literate
• Flexibility to work nights and weekends, as needed
• Attention to detail
• Sales experience is a plus
• Semi-retired & bilingual candidates are strongly encouraged to apply!

Our Seasonal Benefits

• Flexible Work Hours: Enjoy the flexibility to adjust your work schedule to fit your needs. Working at Liberty Tax during the tax season can be an opportunity for growth and development with these valuable benefits.
• Opportunities for Advancement: Seasonal employees have the chance to transition to full-time roles with career advancement possibilities.
• DeepBlue Debit Card: A convenient way to access paychecks or tax refunds faster.
• Additional Benefits: Employee Assistance Program
• Employee exclusive discounts on electronics, appliance, fitness membership, groceries, hotels, concerts, cars rental and more.

Physical Demands and Work Environment

Position requires working in an office atmosphere assisting clients.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions.   While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e. emergencies, changes in personnel, work load, or technological developments).

Liberty Tax Service is an equal opportunity employer

Título del puesto: Preparador de impuestos bilingüe

Departamento: USST- Tienda de la empresa

Estado: Estacional

Reporta a: Supervisor de Oficina

Estatus FLSA: No exento.

Posición Propósito

El Preparador de Impuestos realiza una entrevista en profundidad con el cliente para obtener toda la información y el material necesarios para completar la declaración de impuestos.

Cargo Responsabilidades/Deberes/Funciones/Tareas

• Establecer una buena relación con los clientes para construir relaciones de trabajo y aumentar la retención
• Proporcionar un servicio al cliente excepcional
• Preparar declaraciones de impuestos completas y precisas
• Cumple con los requisitos de capacitación y pruebas continuas, según se requiera
• Implementa iniciativas de productos orientadas al cliente aprobadas por la
• Asegura que la oficina esté limpia, organizada y en cumplimiento
• Otras funciones que le sean asignadas 

Cualificaciones del puesto

• Elegibilidad de PTIN, requerida
• Debe ser bilingüe y fluido en español e inglés
• Excelentes habilidades interpersonales y de servicio al cliente
• Habilidad para comunicarse de manera profesional
• Dominio de la computadora y familiaridad con Microsoft Office
• Los solicitantes calificados deben ser emprendedores y tener conocimientos de informática
• Flexibilidad para trabajar por la noche y los fines de semana, según sea necesario
• Atención a los detalles
• La experiencia en ventas es una ventaja
• ¡Se recomienda enfáticamente a los candidatos semi-jubilados y bilingües que presenten su solicitud!

Exigencias Físicas y Ambiente de Trabajo

El puesto requiere trabajar en un ambiente de oficina ayudando a los clientes.

Reconocimiento del empleado

Esta no es necesariamente una lista exhaustiva de responsabilidades, habilidades, deberes, requisitos, esfuerzos o condiciones de trabajo. Si bien esta lista pretende ser un reflejo exacto del trabajo actual, Liberty Tax Service se reserva el derecho de revisar las funciones y deberes del trabajo o de exigir que se realicen tareas adicionales o diferentes cuando cambien las circunstancias (es decir, emergencias, cambios en el personal , carga de trabajo o desarrollos tecnológicos).

Liberty Tax Service es un empleador que ofrece igualdad de oportunidades