Seasonal Tax Professional

4 days ago


Houston, Texas, United States Baker Tilly US, LLP Full time
Job Title: Seasonal Tax Preparer

Baker Tilly US, LLP is a leading advisory, tax, and assurance firm providing clients with a global advantage in major regions of the U.S. and worldwide financial centers.

Job Summary:

We are seeking a Seasonal Tax Preparer to join our team at Baker Tilly US, LLP. As a key member of our tax team, you will prepare tax returns and provide support and advice to customers through video, phone, and chat.

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.
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.
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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