Seasonal Tax Preparer & Customer Support - CPA, EA Or JD -

$52,000 - $60,320/Yr

Unclassified - Carbondale, CO

Part-time - Entry Level

Remote - Carbondale, CO

10,001+ employees

About the position

The Customer Support Tax Preparer position at Baker Tilly is a temporary, part-time role focused on preparing individual tax returns and providing customer support through video, phone, and chat. This position is ideal for individuals with a passion for customer service and tax preparation, who can effectively communicate complex tax concepts in an understandable manner. The role requires a minimum of two years of professional tax preparation experience and involves utilizing technology to assist customers in their tax-related inquiries.

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.