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

$52,000 - $60,320/Yr

Baker Tilly Advisory Group, LP - Springfield, IL

Part-time - Entry Level

Remote - Springfield, IL

10,001+ employees

About the position

The Customer Support Tax Preparer position at Baker Tilly is a temporary, part-time role focused on preparing individual tax returns and providing customer support through video, phone, and chat. This position is ideal for individuals with a passion for customer service and tax preparation, who can effectively communicate complex tax concepts in an understandable manner. The role requires expertise in tax preparation technology and the ability to troubleshoot tax-related issues, ensuring a positive customer experience during the tax season.

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.

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.
• 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.

Nice-to-haves

• College degree a plus, but not required.