Full-Service Tax Preparer and Customer Support
Baker Tilly
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 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. 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 Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Full-Service Tax Preparer and Customer Support
For experienced tax professionals who enjoy working directly with customers, this role offers the opportunity to provide tax support, advice, and troubleshooting while preparing returns of varying complexity.
Key Responsibilities:
Provide real-time tax advice and troubleshooting via video and chat support
Guide clients in gathering and organizing data for federal and state returns
Analyze tax matters and offer accurate advice based on company policies and resources
Review and follow up on customer callbacks and tax accuracy issues
Qualifications:
Minimum of two (2) seasons of tax preparation experience, with a minimum of 30 returns per year
PTIN required (can be obtained online)
Prior tax preparation experience in a tax practice or retail setting
Knowledge of tax laws, tax concepts, and Form 1040
Comfortable using audio/visual tools to communicate with clients
Strong problem-solving, research, and technical troubleshooting skills