Seasonal Tax Preparer

2 weeks ago


Carbondale, Illinois, United States Baker Tilly Advisory Group, LP. Full time
About the Role

Baker Tilly Advisory Group, LP is seeking a highly skilled and experienced Tax Preparer to join our team on a temporary, part-time basis. As a Tax Preparer, you will be responsible for preparing individual tax returns for customers through video-enabled software and chat, providing individualized troubleshooting, tax advice, and preparation assistance, and delivering accurate tax advice to customers in easy-to-understand terms.

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.
  • Review Customer Callback and Tax Accuracy lists and schedule applicable return calls to provide additional clarification and support as needed.
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 and one of the following unrestricted credentials: EA, CPA or JD.
  • 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.
Compensation

The compensation range for this role is $25 to $29. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#Remote #LI-EL1 #LI-REMOTE


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