Baker Tilly Seasonal Customer Support Tax Expert – Remote – 21875-7366 in Chicago, Illinois

November 20, 2023

Job Description

This job was posted by : For more
information, please see: Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago.
Baker Tilly is an independent member of Baker Tilly International, a
worldwide network of independent accounting and business advisory firms
in 145 territories, with 41,000 professionals and a combined worldwide
revenue of \$4.7 billion.

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
US, LLP, employee e-mail accounts are considered property of Baker Tilly
US, LLP, and are not subject to payment of agency fees. In order to be
an authorized recruitment agency (\”search firm\”) for Baker Tilly US,
LLP, 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.


This position is seasonal

beginning January 2024 and ending April 2024. If you are interested in
seasonal work and have a minimum of 2 years tax preparation experience,
we\’d love to speak with you about joining our incredible team at Baker

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 understand
  • You have technology experience and are comfortable researching tax
    topics using online tools

What 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 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


  • Minimum of two (2) seasons of tax preparation experience, with a
    minimum of 30 tax returns prepared each year
  • Prior tax preparation experience in a tax practice or retail setting
  • College degree a plus, but not required
  • Knowledge of tax laws, tax concepts and familiarity with the form
    1040 and all schedules
  • PTIN is required (can be obtained online)
  • illingness to utilize audio/visual tools to communicate with
  • 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 \$23 to \$27. Actual compensation is influenced
by a variety of factors including but not limited to skills, experience,
qualifications, and geographic location.





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