Seasonal Associate

Baker Tilly•Lancaster, CA

About The Position

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: Responsibilities: Must have tax experience as a reviewer or supervisory/senior level. You will enjoy this role if: You have strong experience with individual tax and have a keen eye for detail You enjoy helping others, reviewing colleagues work and providing guidance as needed You thrive working in a team-based environment servicing clients What you will do: This is a seasonal position that provides assistance and advice to customers preparing their own tax returns. Specific knowledge with form 1040 and schedules Compiling/preparing tax returns for using TurboTax Gathering/organizing and accurately entering customer data in the federal and state tax returns for review Ability to research using online resources to assist with responses Communicate directly with the customer as needed Coordinating customer meetings and follow-up Communicate updates to credentialed tax experts on assigned customers Assistance to customers with specific TurboTax product/software inquiries, as well as tax questions and calculations Applied defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries Will interact with customers and team utilizing strong written and verbal skills as well as deep customer empathy Qualifications: Successful candidates will have: Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared 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 required (can obtain online) Willingness to utilize audio/visual tools to communicate with customers Bilingual (English/Spanish) communication skills (written & spoken) a plus

Requirements

Must have tax experience as a reviewer or supervisory/senior level.
Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared
Prior tax preparation experience in a tax practice or retail setting
Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
PTIN required (can obtain online)
Willingness to utilize audio/visual tools to communicate with customers

Nice To Haves

College degree a plus but not required
Bilingual (English/Spanish) communication skills (written & spoken) a plus

Responsibilities

This is a seasonal position that provides assistance and advice to customers preparing their own tax returns.
Specific knowledge with form 1040 and schedules
Compiling/preparing tax returns for using TurboTax
Gathering/organizing and accurately entering customer data in the federal and state tax returns for review
Ability to research using online resources to assist with responses
Communicate directly with the customer as needed
Coordinating customer meetings and follow-up
Communicate updates to credentialed tax experts on assigned customers
Assistance to customers with specific TurboTax product/software inquiries, as well as tax questions and calculations
Applied defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries
Will interact with customers and team utilizing strong written and verbal skills as well as deep customer empathy