Seasonal Tax Preparer & Customer Support - CPA, EA or JD - Remote

Baker Tilly US

Jun 24

Applications are closed

Job
Full-time
Junior & Mid Level
Accounting & Tax
Chicago
Remote

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

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.

FAQs

What are the minimum qualifications required for this seasonal tax preparer & customer support position?

The minimum qualifications include a minimum of two 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, a PTIN, and one of the following unrestricted credentials: EA, CPA, or JD.

What will the responsibilities of a Seasonal Tax Preparer & Customer Support entail?

The responsibilities include preparing individual tax returns for customers through video-enabled software and chat, providing troubleshooting, tax advice, and preparation assistance, delivering accurate tax advice in easy-to-understand terms, assisting customers in gathering and organizing data, analyzing and researching tax matters, and reviewing Customer Callback and Tax Accuracy lists.

Is a college degree required for this position?

A college degree is not required for this position, but it is considered a plus.

How long does the seasonal position last?

This position is temporary and part-time, beginning in January and ending on or before April 15, 2025.

What kind of communication tools will be used to interact with customers?

Audio/visual tools will be utilized to communicate with customers over video, phone, and chat through the designated software platform.

Baker Tilly US

Accounting

Industry

10,001+

Employees

1931

Founded Year

Mission & Purpose

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.