Overview:
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
What you will do:
Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.
Many of Baker Tillys roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Responsibilities:
Are you a talented tax professional looking for a seasonal job opportunity?
Would you like to work remotely from any location in the US? Do you want flexible hours?
If yes, join Baker Tilly (BT) as a Seasonal Tax Support!
What you will do:
- This is a seasonal position that provides assistance and advice to customers preparing their own tax returns.
- Specific knowledge with form 1040 and schedules
- Compiling/preparing tax returns for using TurboTax
- Gathering/organizing and accurately entering customer data in the federal and state tax returns for review
- Ability to research using online resources to assist with responses
- Communicate directly with the customer as needed
- Coordinating customer meetings and follow-up
- Communicate updates to credentialed tax experts on assigned customers
- Assistance to customers with specific TurboTax product/software inquiries, as well as tax questions and calculations
- Applied defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries
- Will interact with customers and team utilizing strong written and verbal skills as well as deep customer empathy
Qualifications:
Successful candidates will have:
- Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared
- Prior tax preparation experience in a tax practice or retail setting
- College degree a plus but not required
- Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
- PTIN required (can obtain online)
- Willingness to utilize audio/visual tools to communicate with customers
- Bilingual (English/Spanish) communication skills (written & spoken) a plus