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Seasonal Tax Preparer & Customer Support - CPA, EA or JD - Remote
Baker Tilly Advisory Group, LP, Milwaukee
OverviewBaker 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. ResponsibilitiesThis is a tempoary, part-time position beginning January 2025 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 Customer Support Tax Preparer, you will prepare tax returns and provide support and advice over video, phone, and chat through the designated software (i.e. TurboTax). It is important 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.You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand.You have experience with tax preparation technology and are comfortable researching tax topics using online tools.What You Will Do: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. QualificationsMinimum 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 settingPTIN is required and one of the following unrestricted credentials: EA, CPA or JD College degree a plus, but not requiredKnowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedulesWillingness to utilize audio/visual tools to communicate with customersStrong problem solving and research skills, and the ability to quickly use online resources to find answersWell-developed technical troubleshooting skills Additional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $25 to $29. 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
Seasonal Tax Preparer & Customer Support - Remote
Baker Tilly Advisory Group, LP, Milwaukee
OverviewBaker 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. ResponsibilitiesThis is a tempoary, part-time position beginning January 2025 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 Customer Support Tax Preparer, you will prepare tax returns and provide support and advice over video, phone, and chat through the designated software (i.e. TurboTax). It is important 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.You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understandYou have experience with tax preparation technology and are comfortable researching tax topics using online toolsWhat You Will Do: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.QualificationsMinimum 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 settingPTIN is requiredCollege degree a plus, but not requiredKnowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedulesWillingness to utilize audio/visual tools to communicate with customersStrong problem solving and research skills, and the ability to quickly use online resources to find answersWell-developed technical troubleshooting skills Additional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $23 to $27. 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
Tax Expert - CPA or EA - Work from Home
Intuit, Milwaukee
OverviewIntuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!What You Get:Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bringWho You Are:As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. What You Need:Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.Must be willing and available to work a minimum of 20 hours per week.For internal use: tstHow you will leadWhat You Will Do:In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of "Powering Prosperity Around the World."You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
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Tax Professional - CPA - Work From Home - 2+Yrs Paid Tax Experience Required
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Tax Professional - CPA - Work From Home - 2+Yrs Paid Tax Experience Required
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Tax Expert - CPA or EA - Work from Home
Intuit, Middleton
OverviewIntuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!What You Get:Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bringWho You Are:As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. What You Need:Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.Must be willing and available to work a minimum of 20 hours per week.For internal use: tstHow you will leadWhat You Will Do:In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of "Powering Prosperity Around the World."You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
Tax Expert - CPA or EA - Work from Home
Intuit, Green Bay
OverviewIntuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!What You Get:Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bringWho You Are:As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. What You Need:Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.Must be willing and available to work a minimum of 20 hours per week.For internal use: tstHow you will leadWhat You Will Do:In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of "Powering Prosperity Around the World."You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
Tax Expert - CPA or EA - Work from Home
Intuit, Brookfield
OverviewIntuit is seeking Tax Experts for the upcoming tax season. If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!What You Get:Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bringWho You Are:As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software. You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner. What You Need:Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.Must be willing and available to work a minimum of 20 hours per week.For internal use: tstHow you will leadWhat You Will Do:In this role, you will help our customers complete their taxes using Intuit TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of "Powering Prosperity Around the World."You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
Seasonal Tax Preparer & Customer Support - CPA, EA or JD - Remote
Baker Tilly Advisory Group, LP, Milwaukee
OverviewBaker 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: 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, we'd 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. You'll 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 understandYou have technology experience and are comfortable researching tax topics using online toolsWhat 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 policiesDeliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team supportAssist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returnsAnalyze and research a variety of tax matters to determine an appropriate course of action for customersQualifications:Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared each yearPrior tax preparation experience in a tax practice or retail settingCollege degree a plus, but not requiredKnowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedulesPTIN is required (can be obtained online)Willingness to utilize audio/visual tools to communicate with customersStrong problem solving and research skills, and the ability to quickly use online resources to find answersWell-developed technical troubleshooting skills