Unclassified - Carbondale, CO
posted about 2 months ago
Baker Tilly is a leading advisory, tax, and assurance firm that provides 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. The Seasonal Tax Preparer & Customer Support position is a temporary, part-time role that begins in January 2025 and ends on or before April 15, 2025. This role is designed for individuals with a minimum of two years of professional tax preparation experience who are interested in joining Baker Tilly's incredible team. As a Customer Support Tax Preparer, you will be responsible for preparing tax returns and providing support and advice to customers through video, phone, and chat using designated software such as TurboTax. Your expertise in tax preparation, technology troubleshooting, and resolving tax issues will be crucial in ensuring an excellent customer experience. In this role, you will prepare individual tax returns for customers, provide individualized troubleshooting and tax advice, and assist customers in gathering and organizing their data for federal and state tax returns. You will also analyze and research various tax matters to determine the appropriate course of action for customers, review customer callback and tax accuracy lists, and schedule return calls to provide additional clarification and support as needed. The ideal candidate will be friendly, reassuring, and passionate about customer service and problem resolution, with strong communication skills to translate complex tax terminology into easily understandable language for customers. Experience with tax preparation technology and the ability to research tax topics using online tools are also essential for success in this position.