Seasonal Tax Preparer & Customer Support – CPA, EA or JD – Remote – 23589-7366

This job was posted by https://www.azjobconnection.gov : For more
information, please see: https://www.azjobconnection.gov/jobs/6692659

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing
clients with a genuine coast-to-coast and global advantage in major
regions of the U.S. and in many of the worlds leading financial
centers – New York, London, San Francisco, Los Angeles, Chicago and
Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker
Tilly) provide professional services through an alternative practice
structure in accordance with the AICPA Code of Professional Conduct and
applicable laws, regulations and professional standards. Baker Tilly US,
LLP is a licensed independent CPA firm that provides attest services to
its clients. Baker Tilly Advisory Group, LP and its subsidiary entities
provide tax and business advisory services to their clients. Baker Tilly
Advisory Group, LP and its subsidiary entities are not licensed CPA
firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker
Tilly, are independent members of Baker Tilly International, a worldwide
network of independent accounting and business advisory firms in 141
territories, with 43,000 professionals and a combined worldwide revenue
of $5.2 billion. Visit bakertilly.com or join the conversation on
LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly 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.

Any unsolicited resumes submitted through our website or to Baker Tilly
Advisory Group, LP, employee e-mail accounts are considered property of
Baker Tilly Advisory Group, LP, and are not subject to payment of agency
fees. In order to be an authorized recruitment agency (“search firm”)
for Baker Tilly Advisory Group, LP, there must be a formal written
agreement in place and the agency must be invited, by Baker Tillys
Talent Attraction team, to submit candidates for review via our
applicant tracking system.

Job Description:

Responsibilities:

This position is seasonal beginning DATE and ending DATE. If you are
interested in seasonal work and have a minimum of 3 years tax
preparation experience, wed love to speak with you about joining our
incredible team at Baker Tilly!

As a Customer Support Tax Expert, you will provide tax support and
advice over video, phone, and chat, helping customers work on returns
through designated software. You are not preparing or filing returns
directly. Youll be able to leverage your knowledge and skills to
ensure an excellent customer experience using your expertise in tax
preparation, technology troubleshooting, and resolving tax issues.

You will enjoy this role if:

– You are friendly and reassuring, passionate about customer service
and problem resolution, and are comfortable interacting over video
and chat (Dedicated hardwired internet connection required)
– You are an exceptional communicator and enjoy translating complex
tax terminology into a language customers can easily understand
– You have technology experience and are comfortable researching tax
topics using online tools

What you will do:

– Provide individualized troubleshooting, tax advice, and preparation
assistance through video-enabled software and chat support by
utilizing defined practices, procedures, and company policies
– Deliver accurate tax advice to customers in easy-to-understand terms
by utiliz ng 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

Qualifications:

– Minimum of three (3) seasons of tax preparation experience, with a
minimum of 30 tax returns prepared each year
– 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 is required (can be obtained online)
– 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