Bilingual Client Service Tax Specialist - Mexico City, Mexico - Competitive Pay!

Bilingual Client Service Tax Specialist - Mexico City, Mexico - Competitive Pay!

Bilingual in Spanish & English

Schedule: Monday – Friday, Full-Time position, PDT/PST Office Hours

Starting Pay: Competitive Pay

Benefits

• Employer-paid medical, dental, vision, life, and LTD insurance

• 3 weeks PTO to start, increasing to 4 weeks after 1 year

Position Summary

We’re a fast-growing, client-first tax firm looking to welcome a Bilingual Client Service Tax Specialist to our team!

If you’re organized, detail-oriented, and love helping people, this role could be a great fit. You’ll play a key part in supporting our clients through the tax process, handling important documents, providing clear communication, and keeping everything on track behind the scenes. Whether you’re experienced or looking to grow in the tax field, we’ll support you every step of the way.

Responsibilities

• Professionally handle incoming calls using a multi-line phone system and route them appropriately.

• Respond to sales inquiries from prospective tax clients via phone, email, text, and website chat using scripts and templates.

• Process client intake documents, including contracts, power of attorney forms, and payment arrangements, with accurate data entry into our proprietary system.

• Support annual tax prep efforts by organizing and distributing client communications, engagement letters, tax organizers, and billing updates.

• Ensure high standards of professionalism, confidentiality, and client service in every interaction.

• Collaborate with teammates and contribute to a positive, client-first company culture.

• Assist with special projects and confidential reporting as needed by management.

Qualification

• Accurate typing skills at 60+ WPM.

• AA degree or higher in Accounting, Business, or Finance preferred — or 2+ years’ experience in an administrative role within tax, accounting, legal, or financial services.

• Highly tech-savvy, with strong skills in Microsoft Word, Excel, Outlook, and Access.

• Exceptional organizational skills and attention to detail—able to juggle multiple tasks and meet deadlines.

• A strong team player who also works well independently.

• Clear and professional verbal and written communication skills.

• Self-motivated, proactive, and eager to take initiative.

• A natural problem-solver who can meet tight deadlines with confidence.

• Comfortable in a fast-paced, paperless environment, and committed to delivering outstanding client service.

Why choose us?

• We value our people: Your growth and wellness matter most to us.

• Purposeful Work: Make a difference in the lives of your clients and their families.

• Join the Award-Winning Team:2019 & 2023 BBB Torch Award for Ethics, 2024 International BBB Award for Ethics, 6 years of earning Inland Northwest, Best Places to Work

Excited to learn more? Looking for a life-changing opportunity? Let's talk today!

Please note that only qualified candidates will be contacted for a phone interview, and pre-employment screening requirements, including online assessments, will apply. Shortlisted candidates will proceed to in-person interviews, with contingencies such as criminal background checks and reference checks.