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

Baker Tilly - Minneapolis, MN

Full-time - Entry Level

Remote - Minneapolis, MN

10,001+ employees

About the position

The Seasonal Tax Preparer & Customer Support role at Baker Tilly is designed for individuals with a strong background in tax preparation who are passionate about providing exceptional customer service. This remote position involves assisting customers with tax-related inquiries and providing support through video, phone, and chat. The role is seasonal, requiring a minimum of three years of tax preparation experience, and focuses on delivering accurate tax advice and troubleshooting assistance without directly preparing or filing tax returns.

Responsibilities

• Provide individualized troubleshooting, tax advice, and preparation assistance through video-enabled software and chat support.
• Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials and professional resources.
• 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.

Requirements

• Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared each year.
• Prior tax preparation experience in a tax practice or retail setting.
• Knowledge of tax laws, tax concepts, and familiarity with the form 1040 and all schedules.
• PTIN is required (can be obtained online).
• Strong problem-solving and research skills, and the ability to quickly use online resources to find answers.
• Well-developed technical troubleshooting skills.

Nice-to-haves

• College degree a plus, but not required.
• Willingness to utilize audio/visual tools to communicate with customers.

Benefits

• Remote work opportunity
• Flexible scheduling during the tax season
• Opportunity to work with a leading advisory and tax firm