Assurance Preparer – BT Prep

Baker Tilly Advisory Group, LP; United States; Remote; USD 31,000 - 52,000; Part time

Job summary

Baker Tilly Advisory Group, LP seeks a part-time BT Prep data processing assistant to support Audit and SSARS engagements. The role handles initial data prep, enters information into software, and maintains confidentiality with client data.

Candidates should have an Associate degree or STEM major, experience with Microsoft 365 and Adobe Acrobat, and strong attention to detail. Schedule is Monday–Friday, about 30 hours/week between December and April 2027, with remote work possible.

Qualifications

• Availability to work minimum 30 hours/week (Mon-Fri, 8:00 AM–5:00 PM local time; span at least 4 days/week).
• Associate degree or STEM-related major preferred.
• Experience with Microsoft 365 and Adobe Acrobat preferred.

Responsibilities

• Initial preparation of Audit and SSARS engagements and similar tasks.
• Enter information into software and maintain data accuracy.
• Analyze and interpret data provided, and provide clear notes for missing items.

Skills

Strong communication

Team collaboration

Attention to detail

Education

Associate degree or STEM major

Tools

Microsoft 365

Adobe Acrobat

Job description

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

BT Prep is Baker Tilly’s (BT) nationally centralized “processing center” established to gain efficiency, standardize processes, reduce costs but most importantly to more effectively utilize the time of our accounting professionals. This position is responsible for routinely working on specific data within the Assurance service line that requires critical thinking and some technical expertise to interpret, manipulate and input data into specific software. This position most often works with initial client-provided data and is typically not responsible for completion of client deliverable. deliverables

What you will do:

• Initial preparation of Audit, EBP Audits and SSARS engagements, and similar.
• Deliver high level skill in a range of standard tasks.
• Examine and analyze data records.
• Interpret information provided based on similar information from prior year and/or similar clients.
• Use standard procedures to enter information and identify issues.
• Input information into appropriate software.
• Input clear and concise notes for missing items and questions.
• Maintain and expand knowledge base.
• Utilize training material supplied to develop and keep skills and knowledge current.
• Attend courses on subject matter when necessary.
• Increase efficiencies, technical ability and interpersonal skills.
• Gain a strong understanding of the technical aspects of the teams role.
• Understand how performed tasks integrate into the overall process.
• Engage and participate in special projects or complete other duties as assigned.

Qualifications

• 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) between December 7 - April 2027
• Associate degree or above in STEM-related major highly preferred
• Has experience with and proficient knowledge of Microsoft 365 and Adobe Acrobat, preferred
• Demonstrates ability to be adaptable to technology and work in a paperless environment.
• Ability to maintain confidentiality and independence with respect to client information
• Demonstrates accuracy and attention to detail in a range of standard tasks
• Demonstrates ability to manage workload effectively and complete tasks in a timely manner.
• Solid communication skills, both written and verbal maturity
• Demonstrates ability to work with others
• Ability to work independently

The pay rate range for this job position is $22.50 to $37.75 Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Additional Information

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.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.