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

$52,000 - $60,320/Yr

Baker Tilly Advisory Group, LP - Chicago, IL

Part-time - Entry Level

Remote - Chicago, IL

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 customers 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 prepare tax returns for customers using video-enabled software and chat, ensuring that you deliver accurate tax advice in a manner that is easy for customers to understand. You will assist customers in gathering, organizing, and entering data for their federal and state tax returns, while also analyzing and researching various tax matters to determine the best course of action. Additionally, you will review customer callback and tax accuracy lists, scheduling return calls to provide further clarification and support as needed. This role requires strong communication skills, a passion for customer service, and the ability to translate complex tax terminology into accessible language for 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.
• 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.