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Seasonal Tax Preparer

2 months ago

Chicago, United States Baker Tilly US, LLP Full time

Responsibilities

This is a temporary, part-time position beginning January 2025 and ending on or before April 15, 2025. If you are interested in a seasonal tax position and have a minimum of 2 years' professional tax preparation experience, we'd love to speak with you about joining our incredible team at Baker Tilly As a Customer Support Tax Preparer, you will prepare tax returns and provide support and advice over video, phone, and chat through the designated software (i.e. TurboTax). It is important to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues. What You Will Do: Prepare individual tax returns for customers through video-enabled software and chat. Provide individualized troubleshooting, tax advice, and preparation assistance by utilizing defined practices, procedures, and company policies. Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support. Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns. Analyze and research a variety of tax matters to determine an appropriate course of action for customers. Qualifications

Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared Prior tax preparation experience in a tax practice or retail setting PTIN is required College degree a plus, but not required Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules Willingness to utilize audio/visual tools to communicate with customers Strong problem-solving and research skills, and the ability to quickly use online resources to find answers Well-developed technical troubleshooting skills

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