Seasonal Tax Preparer
4 weeks ago
Job Summary: We are seeking a highly skilled and experienced Tax Preparer to join our team at Baker Tilly US, LLP on a seasonal basis. As a Customer Support Tax Preparer, you will be responsible for preparing tax returns and providing exceptional customer service to our clients.
About the Role: This is a temporary, part-time position that will begin in January 2025 and end on or before April 15, 2025. If you have a minimum of 2 years' professional tax preparation experience and are passionate about delivering excellent customer service, we encourage you to apply.
Key Responsibilities:
- 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.
Requirements:
- 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.
Additional Information: The compensation range for this role is $23 to $27. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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