Baker Tilly - Columbus, OH

posted 4 months ago

Part-time - Entry Level
Remote - Columbus, OH
10,001+ employees

About the position

Baker Tilly is seeking a Customer Support Tax Preparer for a temporary, part-time position starting in January 2025 and concluding on or before April 15, 2025. This role is ideal for individuals with a minimum of two years of professional tax preparation experience who are interested in a seasonal tax position. As a Customer Support Tax Preparer, you will be responsible for preparing individual tax returns and providing support and advice to clients through video, phone, and chat using designated software such as TurboTax. Your primary goal will be to ensure an excellent customer experience by leveraging your expertise in tax preparation, technology troubleshooting, and resolving tax-related issues. In this position, you will engage with customers in a friendly and reassuring manner, demonstrating a passion for customer service and problem resolution. Exceptional communication skills are essential, as you will need to translate complex tax terminology into language that is easily understandable for customers. Additionally, familiarity with tax preparation technology and the ability to research tax topics using online tools will be crucial for success in this role. You will find fulfillment in this position if you enjoy helping others and are comfortable interacting with clients through various digital platforms.

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.

Requirements

  • Minimum of 2 years' professional tax preparation experience.
  • Experience with tax preparation technology.
  • Strong communication skills, particularly in translating complex tax terminology into understandable language.

Nice-to-haves

  • Experience with TurboTax or similar tax preparation software.
  • Comfortable interacting with customers over video and chat.

Benefits

  • Flexible working hours during the tax season.
  • Opportunity to gain experience in a reputable advisory firm.
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