Tax Preparer, Seasonal 2025 (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 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.

Responsibilities

Job Description:

• BT Prep is Baker Tilly’s nationally centralized “processing center” established to gain efficiency, standardize processes, reduce costs but most importantly to more effectively utilize the time of our accounting professionals. While prior tax preparation experience is ideal, experience is not necessary. We will teach you what you need to know to successfully prepare client tax returns and the most exciting part of it all, your training will be 100% paid for! Baker Tilly offers a professional, yet fun work environment. You will feel at home quickly and will be supported by tax specialists who are available to help guide you and answer questions. Full-time or flexible hours available, paid training will be provided and there is the opportunity to return each tax season.
  
  

You Will Enjoy This Role If

• You are inquisitive, you learn quickly and are not afraid to ask questions
• You are innately a rule follower, structure and guidelines resonate with you
• You thrive in an environment where you can work independently and utilize your problem solving skills
  
  

What You Will Do

• As a Preparer you will be an integral member of the firm’s centralized tax processing center. Responsibilities include:
• Enter personal client data and financial information into tax preparation software
• Prepare tax returns in accordance with firm policies, ensure information is accurately represented
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual
• Ensure client confidentiality by following all company procedures regarding information handling
  
  

Qualifications

• High school diploma required; Associate's or Bachelor’s degree preferred
• Individual tax return preparation experience ideal, but not required
• Knowledge of basic accounting concepts involved in tax return preparation preferred
• Adaptable to new technology, ability to work in a paperless environment, and ability to learn using instructional guides and videos
• Keen sense of accuracy and attention to detail
• Demonstrated critical thinking, well-developed problem-solving skills, and ability to work independently
• A professional demeanor and the ability to handle matters confidentially
• Solid written and verbal communication skills
• Basic Excel skills, required
• Experience with Adobe Acrobat, preferred
• Ability to obtain PTIN during initial onboarding and training weeks
• Availability to work a minimum of 30 hours per week Monday-Friday between the hours 8am-8pm your local time
• Availability to work mid-January 2025 through early-April 2025
  
  

For California, Colorado, New York and Washington: The compensation range for this role is $20.00 to $35.00. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.