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

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

AI generated summary

  • You need 2+ seasons of tax prep experience, PTIN, and EA/CPA/JD credentials. Knowledge of tax laws, form 1040, strong problem-solving skills, and technical savvy are key. Communication skills are vital as you'll work remotely with clients.
  • You prepare individual tax returns, provide troubleshooting and tax advice, assist in data entry, research tax matters, and schedule customer calls for clarification and support.

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.

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.