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

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 many of the world’s 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.

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.

This is a temporary, part‑time position beginning January 2025 and ending on or before April
152025. As a Customer Support Tax Preparer, you will prepare individual tax returns and provide support and advice over video, phone, and chat through the designated software (e.g., Turbo Tax). The role focuses on delivering excellent customer experience using tax preparation, technology troubleshooting, and resolving tax issues.

• 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.

• 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 required; at least one unrestricted credential (EA, CPA, or JD). A college degree is a plus but not required.
• 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.

For California, Colorado, New York, and Washington, the compensation range for this role is $25 to $30 per hour, influenced by skills, experience, qualifications, and geographic location.