Seasonal Tax Preparer

1 month ago


Denver, Colorado, United States Baker Tilly Advisory Group, LP. Full time
Job Description:

Responsibilities:

As a Customer Support Tax Preparer, you will prepare tax returns and provide support and advice over video, phone, and chat through the designated software. It is essential to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues.

Key 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 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

What You Will Do:

  • 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

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.


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