Seasonal Tax Lead - Remote
Baker Tilly

Job Info

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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

This is a temporary position beginning December 2024 and ending on or before April 15, 2025. If you are interested in a seasonal tax position and have a minimum of 2 years' professional tax preparation experience, we'd love to speak with you about joining our incredible team at Baker Tilly!

As a Tax Lead, you will be responsible for assisting Customer Support Tax Preparers to ensure appropriate tax advice and technical support is provided to customers. In addition, you will assist Tax Managers with onboarding, training, monitoring performance, and when necessary, scheduling customer callbacks.

You will enjoy this role if:

• You are an exceptional communicator and enjoy translating complex tax terminology into a language others can easily understand.
• You have a passion for motivating team members, analyzing operational reports, and monitoring employee and team performance.
• You like working a fast-paced environment.
• You have experience with tax preparation technology and are comfortable researching tax topics using online tools.

What You Will Do:

• Provide individualized assistance and support to experts working with customers for both tax advice and tax preparation, while also documenting the quality of customer interactions.
• Monitor calls/chats and support experts with extensive research and troubleshooting.
• Display readiness by adhering to scheduled shifts, and actively contributing to the team by assisting experts via the dedicated Slack channels.
• Deliver accurate tax advice to customers utilizing provided research materials, professional resources, and team support.
• Schedule outreach calls from customer callback and tax accuracy lists and provide individual tax troubleshooting support and preparation assistance through video-enabled software and chat support, carefully documenting customer interactions.
• Assist managers in guiding experts through the on-boarding process, by reviewing completion reports, participating in office hours/training sessions, ensuring training timelines are met, and testing experts' readiness for their first call.

Qualifications

• 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 is required and one of the following credentials: EA, CPA or JD
• College degree 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

Additional Information

For California, Colorado, New York and Washington: The compensation range for this role is $27 to $33. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#Remote #LI-EL1 #LI-REMOTE

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