Baker Tilly Advisory Group, LP - Oak Brook, IL

posted about 1 month ago

Part-time - Entry Level
Remote - Oak Brook, IL
10,001+ employees

About the position

The Data Specialist, Seasonal Tax Support role at Baker Tilly involves working as part of the BT Prep team in a centralized tax processing center. This position focuses on validating and processing tax-related data, ensuring accuracy and confidentiality in handling sensitive information. The role offers specializations in Validation, K-1A, or Digital Scanning, allowing candidates to choose their area of focus while contributing to the overall efficiency of the tax preparation process.

Responsibilities

  • Validate, for accuracy, data and scanned confidential documents for individual tax returns
  • Input necessary information not captured by software
  • Ensure client confidentiality by following all company procedures regarding information handling
  • Validate K-1 documents
  • Prepare files for submission into validation software
  • Ensure the accurate use of separator sheets to ensure proper organization of files within Adobe

Requirements

  • A high school diploma/GED, preferred
  • A demonstrated working knowledge of computers, required
  • Ability to learn task processes within various software applications quickly
  • The ability to pay extreme close attention to detail and follow directions and outlined procedures
  • Strong written and verbal communication skills
  • Ability to work efficiently in a team-focused environment
  • Availability to work February 2025 through early-April 2025
  • Ability to work a set schedule no less than 30 hours per week
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