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

Baker Tilly - Milwaukee, WI

Full-time - Entry Level

Remote - Milwaukee, WI

10,001+ employees

About the position

Baker Tilly is seeking a Seasonal Tax Preparer & Customer Support professional to join our team remotely. This temporary, part-time position will commence in January 2025 and conclude on or before April 15, 2025. The ideal candidate will have a minimum of two years of professional tax preparation experience and will be responsible for preparing individual tax returns while providing exceptional customer support through video, phone, and chat. The role requires a strong understanding of tax laws and the ability to communicate complex tax concepts in a clear and friendly manner to ensure a positive customer experience. As a Customer Support Tax Preparer, you will utilize designated software, such as TurboTax, to assist customers in preparing their tax returns. Your responsibilities will include troubleshooting tax-related issues, providing accurate tax advice, and guiding customers through the data gathering and entry process for both federal and state tax returns. You will also be expected to analyze various tax matters and determine appropriate actions to assist customers effectively. This role is perfect for individuals who are passionate about customer service, enjoy problem-solving, and are comfortable using technology to communicate with clients. In this position, you will be part of a dynamic team that values collaboration and support. You will have access to professional resources and team support to enhance your ability to deliver accurate and helpful tax advice. If you are looking for a seasonal opportunity that allows you to leverage your tax preparation skills while providing excellent customer service, we encourage you to apply and join our incredible team at Baker Tilly!

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.
• 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 working hours
• Competitive hourly wage of $25.00 - $29.00 per hour