Tax Preparer, Seasonal 2025 (Remote)

About the position

The Tax Preparer, Seasonal 2025 position at Baker Tilly is a remote role focused on assisting in the preparation of client tax returns during the tax season. This role is part of a centralized processing center aimed at improving efficiency and standardizing processes. The position offers paid training and the opportunity to return each tax season, making it suitable for individuals looking to gain experience in tax preparation.

Responsibilities

• Enter personal client data and financial information into tax preparation software.
• Prepare tax returns in accordance with firm policies, ensuring information is accurately represented.
• Adhere to the firm's written tax practice standards and the firm's 1040 procedure manual.
• Ensure client confidentiality by following all company procedures regarding information handling.

Requirements

• High school diploma required; Associate's or Bachelor's degree preferred.
• Individual tax return preparation experience ideal, but not required.
• Knowledge of basic accounting concepts involved in tax return preparation preferred.
• Adaptable to new technology and ability to work in a paperless environment.
• Keen sense of accuracy and attention to detail.
• Demonstrated critical thinking and well-developed problem-solving skills.
• Solid written and verbal communication skills.
• Basic Excel skills required.
• Ability to obtain PTIN during initial onboarding and training weeks.

Nice-to-haves

• Experience with Adobe Acrobat preferred.

Benefits

• Paid training provided.
• Flexible working hours available.
• Opportunity to return each tax season.