Bilingual Tax Agent
Good Day Insurance is looking for a bilingual Insurance and Tax Agent to support individual and business clients with tax preparation, insurance services, and customer consultation.
Job Responsibilities
The selected candidate will be responsible for preparing income tax returns for individuals and small businesses, ensuring all tax filings are accurate, complete, and submitted on time.
Main duties include:
- Prepare or assist with simple to complex tax returns for individuals and small businesses.
- Review clients’ financial records, including income statements, expense documents, and prior tax forms.
- Interview clients to understand their full financial situation.
- Identify potential tax deductions, credits, liabilities, and tax-saving opportunities.
- Ensure clients receive the maximum benefits allowed under federal, state, and local tax regulations.
- Complete tax forms in compliance with current tax laws and government requirements.
- Use electronic filing software to prepare and submit tax returns.
- Verify calculations, totals, and supporting documents for accuracy.
- Provide clients with a copy of their completed tax return.
- Calculate and invoice tax preparation service fees.
- Research tax law references for more complex tax cases when needed.
- Advise clients on potential tax liabilities and help them avoid unnecessary taxes.
- Resolve customer concerns or complaints professionally.
- Recommend additional insurance or tax-related products and services when appropriate.
Qualifications
- Bilingual in English and Vietnamese.
- Strong attention to detail and accuracy.
- Good communication and customer service skills.
- Ability to handle confidential client information professionally.
- Experience in tax preparation, insurance, accounting, or office administration is preferred.
- Willingness to learn tax software, insurance procedures, and compliance requirements.
How to Apply
Please send your resume to:
Email: info@gooddayinsurance.com
Text: (714) 902-1140