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Bilingual Client Service Tax Specialist - Mexico City, Mexico - Competitive Pay! ID-14100

May 6, 2025

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.

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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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

DISCLAIMER

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?