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

Baker Tilly - Tampa, FL

Full-time - Entry Level

Remote - Tampa, FL

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 Seasonal Tax Preparer & Customer Support position is a temporary, part-time role that begins in January 2025 and ends on or before April 15, 2025. This role is designed for individuals with a minimum of two years of professional tax preparation experience who are interested in providing exceptional customer service during the tax season. 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 expertise in tax preparation, technology troubleshooting, and resolving tax issues will be crucial in ensuring an excellent customer experience. In this role, you will prepare tax returns for customers, assist them in gathering and organizing their data, and provide individualized troubleshooting and tax advice. You will need to communicate complex tax terminology in a way that is easy for customers to understand, and you will utilize various research materials and professional resources to deliver accurate tax advice. The position requires strong problem-solving skills, technical troubleshooting abilities, and a willingness to engage with customers through audio/visual tools. This is an excellent opportunity for those who are passionate about customer service and enjoy helping others navigate the complexities of tax preparation.

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.