Data Specialist, Seasonal Tax Support
3 days ago
Baker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. As a Data Specialist on the BT Prep team, you will be an integral member of the firm's centralized tax processing center.
Responsibilities:
As a Data Specialist, you will be responsible for validating data and scanned confidential documents for individual tax returns, inputting necessary information not captured by software, and ensuring client confidentiality by following all company procedures regarding information handling. You will also have the option to select either a Validation, K-1A, or Digital Scanning specialization.
Validation Specialist:
Validate data and scanned confidential documents for individual tax returns, input necessary information not captured by software, and ensure client confidentiality by following all company procedures regarding information handling.
K-1A Specialist:
Validate K-1 documents, input necessary information not captured by software, and ensure client confidentiality by following all company procedures regarding information handling.
Digital Scanning Specialist:
Prepare files for submission into validation software, responsible for ensuring the accurate use of separator sheets to ensure proper organization of files within Adobe, and ensure client confidentiality by following all company procedures regarding information handling.
Qualifications:
Successful candidates will have a high school diploma/GED, a demonstrated working knowledge of computers, ability to learn task processes within various software applications quickly, and the ability to pay extreme close attention to detail and follow directions and outlined procedures. Strong written and verbal communication skills, ability to work efficiently in a team-focused environment, and availability to work a set schedule no less than 30 hours per week are also required. For California, Colorado, New York, and Washington, the compensation for this role is anticipated to be $16/hour.
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