Temporary Tax Preparer, BT Prep
Baker Tilly US
About the Role
This is a Temporary position from February 1, 2027 – April 15, 2027.
Join Baker Tilly's Seasonal Tax Preparer team to prepare individual or fiduciary tax returns in a fully paperless environment. This role is ideal for candidates with foundational tax knowledge who are eager to deepen their experience in a fast-paced, quality-driven setting. This is a non-client-facing role focused on accuracy, consistency, and efficiency.
Key Responsibilities
- Prepare individual income tax returns (Form 1040 and/or 1041, along with related schedules) with accuracy and efficiency in a high-volume environment.
- Process client financial data using tax preparation software.
- Apply firm policies, tax regulations, and standardized procedures to deliver high-quality returns.
- Maintain strict confidentiality of client information in accordance with firm standards.
- Collaborate within a centralized, fully remote team environment while managing individual productivity goals.
- Demonstrate continuous learning and adaptation throughout the tax season.
- Identify missing, inconsistent, or incomplete information and note questions internally as needed.
- Maintain organized electronic files and documentation.
- Meet productivity, accuracy, and turnaround expectations during peak filing periods.
Requirements & Tech Stack
- Previous tax preparation experience highly preferred.
- High School degree required; Associate’s or Bachelor’s degree preferred.
- Ability to obtain an IRS issued PTIN prior to start date.
- Availability to work minimum 30 hours/week (Monday–Friday, 8:00 AM–5:00 PM local time; schedule must span at least 4 days/week with minimum 4 consecutive hours/day).
- Commitment to work early February through early April 2027.
- Strong attention to detail and ability to follow structured processes.
- Solid reading comprehension and ability to interpret tax documentation.
- Critical thinking skills.
- Basic understanding of tax and accounting terminology.
Pay rate range: $22.50 to $37.75 per hour.