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Seasonal Tax Professional

4 weeks ago

Carbondale, Colorado, United States Baker Tilly Advisory Group, LP. Full time

Job Summary

We are seeking a skilled Seasonal Tax Preparer to join our team at Baker Tilly Advisory Group, LP. As a key member of our tax preparation team, you will be responsible for preparing individual tax returns for customers through video-enabled software and chat. Your exceptional communication skills and ability to translate complex tax terminology into easy-to-understand language will be essential in delivering accurate tax advice to customers. If you have a minimum of two seasons of professional tax preparation experience and are passionate about customer service and problem resolution, we encourage you to apply for this exciting opportunity.

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. 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.

Additional Information

This is a temporary, part-time position. 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.