Salary
💰 $22 - $42 per hour
About the role
- Work with client-provided data at the earliest stages of the tax preparation process
- Analyze, interpret, and input information into specialized software with accuracy
- Supervise and direct the work of others, managing day-to-day workflow and performance
- Ensure quality and timeliness of tasks in alignment with the BT Prep statement of work
- Troubleshoot operational issues and recommend effective resolutions
- Collaborate across teams to deliver high-quality service
- Prepare Individual and Trust tax returns using client-provided data
- Analyze and interpret records, referencing prior-year data and similar client profiles
- Independently complete Individual tax returns for BT Principals
- Continuously build technical expertise through training and coursework
- Foster strong interpersonal relationships within your team and across engagement teams
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field (preferred)
- 2–4 years of experience in tax preparation or tax operations (preferred)
- CPA or Enrolled Agent designation is a plus
- Strong foundational knowledge of tax matters and compliance
- Proficiency with Microsoft 365, CCH Axcess, GoFileRoom, and Adobe Acrobat (preferred)
- Comfortable working in a digital, paperless environment and adapting to new technologies
- Proven ability to handle sensitive client information with confidentiality and professionalism
- Exceptional attention to detail and commitment to producing accurate work
- Strong time management skills with the ability to meet deadlines and manage competing priorities
- Effective communicator—both written and verbal—with the ability to collaborate across teams
- Experience supervising others and providing constructive feedback
- Capable of working independently and exercising sound judgment in tax-related matters.
- Health insurance
- 401(k) matching
- Flexible work hours
- Professional development opportunities
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax preparationtax operationsanalyzing datainputting informationpreparing tax returnstroubleshooting operational issuesmanaging workflowbuilding technical expertisehandling sensitive informationattention to detail
Soft skills
interpersonal relationshipstime managementeffective communicationcollaborationindependent worksound judgmentsupervising othersproviding feedbackcommitment to qualityadaptability
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPAEnrolled Agent designation