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

$52,000 - $62,400/Yr

Baker Tilly - Minneapolis, MN

Part-time - Entry Level

Remote - Minneapolis, MN

10,001+ employees

About the position

Baker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. The firm is seeking a Seasonal Tax Preparer & Customer Support professional to join their team remotely. This temporary, part-time position will begin in January 2025 and end 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 and providing customer support through video, phone, and chat using designated software such as TurboTax. In this role, you will ensure an excellent customer experience by leveraging your expertise in tax preparation, technology troubleshooting, and resolving tax issues. You will be expected to communicate effectively with customers, translating complex tax terminology into easily understandable language. The position requires a friendly and reassuring demeanor, as well as a passion for customer service and problem resolution. You will assist customers in gathering, organizing, and entering data for federal and state tax returns, and analyze various tax matters to determine appropriate courses of action for customers. As a Customer Support Tax Preparer, you will also review customer callback and tax accuracy lists, scheduling return calls to provide additional clarification and support as needed. This role is perfect for individuals who enjoy working in a fast-paced environment and are comfortable using audio/visual tools to communicate with customers.

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 during the tax season.