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Baker Tilly · 1 day ago

Seasonal Associate

USA PA Lancaster

Full-time

Onsite

Entry Level

3+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Seasonal Associate role involves assisting customers with preparing their own tax returns, providing guidance, and ensuring accurate data entry for federal and state tax returns.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

Must have tax experience as a reviewer or supervisory/senior level

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

Qualification

Tax preparation experienceTax lawsForm 1040 familiarityTurboTax proficiencyBilingual (English/Spanish)Customer communication skillsTeam collaboration

Required

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

Strong experience with individual tax and have a keen eye for detail

Enjoy helping others, reviewing colleagues work and providing guidance as needed

Thrive working in a team-based environment servicing clients

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

Preferred

College degree a plus but not required

Bilingual (English/Spanish) communication skills (written & spoken) a plus

Company

Baker Tilly

Glassdoor3.8

At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

Founded in 1987

London, England, GBR

10001+ employees

https://www.bakertilly.global/

H1B Sponsorship

Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (19)

2023 (23)

2022 (25)

2021 (19)