Temporary, Tax Assistant

Baker Tilly US; Santa Monica (CA); Remote; USD 29,618 - 56,481; Full time

Job summary

A leading advisory firm is seeking a Temporary Tax Assistant to provide tax support and advice via video, phone, and chat, ensuring a positive customer experience. Applicants should have a minimum of three seasons of tax preparation experience, with a focus on technology troubleshooting and the ability to communicate tax terminology clearly. This full-time position offers a compensation range of $21.50 to $41.00 based on experience and qualifications.

Qualifications

• Minimum of three seasons of tax preparation experience.
• PTIN required, along with EA, CPA, or JD credentials.
• Familiarity with tax laws and form 1040.

Responsibilities

• Provide tax advice and support via video and chat.
• Assist customers in preparing federal and state tax returns.
• Research and analyze tax matters.

Skills

Friendly customer service

Clear communication of tax terminology

Problem resolution

Technology experience

Research skills

Technical troubleshooting

Education

College degree

Job description

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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.

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

This position is temporary beginning in January and ending May 2026. As a Tax Assistant, 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
• Review Customer Callback and Tax Accuracy lists and schedule applicable return calls to provide additional clarification and support as needed

The Successful Candidate Will Have

• Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared each year
• PTIN is required (can be obtained online) and one of the following credentials: EA, CPA or JD
• 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
• Willingness to utilize audio/visual tools to communicate with customers
• Strong problem‑solving and research skills, and the ability to quickly use online resources to find answers
• Well‑developed technical troubleshooting skills

The compensation range for this role is $21.50 to $41.00. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Seniority level

Entry level

Employment type

Full‑time

Job Function

Accounting/Auditing and Finance

Industries

Accounting