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

Baker Tilly - Houston, TX

Full-time - Entry Level

Remote - Houston, TX

About the position

Baker Tilly is seeking a Seasonal Tax Preparer & Customer Support professional to join our team remotely. This position is ideal for individuals with a CPA, EA, or JD designation who are looking to leverage their expertise in tax preparation and customer service. The role involves assisting clients with their tax-related inquiries, preparing tax returns, and ensuring compliance with federal and state regulations. As a Seasonal Tax Preparer, you will be responsible for managing a portfolio of clients, providing them with exceptional service and guidance throughout the tax preparation process. You will work closely with clients to gather necessary documentation, analyze financial information, and prepare accurate tax returns in a timely manner. In addition to tax preparation, this role requires strong customer support skills. You will be the first point of contact for clients, addressing their questions and concerns regarding their tax filings. Your ability to communicate complex tax concepts in a clear and concise manner will be essential in building trust and rapport with clients. The ideal candidate will have a strong attention to detail, excellent organizational skills, and the ability to work independently in a fast-paced environment. This seasonal position offers flexibility in working hours, allowing you to balance your professional and personal commitments while contributing to the success of our clients during the busy tax season.

Responsibilities

• Prepare and file federal and state tax returns for individuals and businesses.
• Assist clients with tax-related inquiries and provide exceptional customer support.
• Gather and analyze financial information from clients to ensure accurate tax preparation.
• Ensure compliance with all federal and state tax regulations and guidelines.
• Communicate complex tax concepts to clients in a clear and understandable manner.
• Manage a portfolio of clients and maintain strong relationships with them throughout the tax season.
• Stay updated on changes in tax laws and regulations that may affect clients' tax situations.

Requirements

• Must hold a CPA, EA, or JD designation.
• Proven experience in tax preparation and customer service.
• Strong knowledge of federal and state tax regulations.
• Excellent communication skills, both verbal and written.
• Ability to work independently and manage multiple clients effectively.
• Strong attention to detail and organizational skills.

Nice-to-haves

• Experience with tax preparation software.
• Familiarity with accounting principles and practices.
• Previous experience in a remote work environment.

Benefits

• Flexible working hours to accommodate personal commitments.
• Opportunity to work remotely from anywhere in the U.S.
• Professional development opportunities during the tax season.