Seasonal Tax Manager - Remote - 23559-7366 - Baker Tilly Advisory Group, LP
Chicago, IL
About the Job
This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12212147
Overview
BTVK Advisory is a leading advisory firm whose specialized professionals
guide clients through an ever-changing business world, helping them win
now and anticipate tomorrow. BTVK Advisory, and its affiliated entities,
have operations in North America, South America, Europe, Asia, and
Australia. BTVK Advisory's ultimate parent entity, Baker Tilly US, LLP,
is an independent member 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.
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.
To be added to all ET through Experienced requisitions 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:
Responsibilities
This is a temporary position beginning December 2024 and
ending on or before April 15, 2025. If you are interested in a
seasonal tax position and
have a minimum of 2 years' professional tax preparation
experience, we'd love to speak with you about joining our incredible
team at Baker Tilly!
As a Tax Manager, you will be responsible for ensuring that all Customer
Support Tax Preparers and Tax Leads are prepared to fulfill the
obligations of the project by using the training and reporting tools
available. You will be responsible for monitoring and coaching to
performance metrics and working with the Senior Management team to
offboard underperforming employees
You will enjoy this role if:
- You have a passion for motivating team members, analyzing
operational reports, and monitoring performance of your team.
- You are an exceptional communicator and enjoy translating complex
tax terminology into a language others can easily understand.
- You like working a fast-paced environment.
- You have experience with tax preparation technology and are
comfortable researching tax topics using online tools.
What You Will Do:
- Monitor both individual and team performance through call monitoring
and available reporting tools, host team meetings and/or one-on-one
coaching sessions with experts as needed to ensure minimum
performance requirements are being continuously met, and work with
senior leadership team when required to issue performance warnings.
- Analyze daily/weekly reports (including tax accuracy, customer
callbacks, compliance, performance, etc.), and ensure that required
follow up actions (e.g. coaching, scheduling customer call backs,
responding to report, etc.) are completed timely.
- Monitor operational platforms to ensure shift adherence so that
production runs smoothly during assigned shifts.
- Provide individualized assistance and support to experts working
with customers for both tax advice and tax preparation, while also
documenting the quality of customer interactions.
- Guide experts and leads through the on-boarding process, b
reviewing completion reports, hosting office hours/training
sessions, ensuring training timelines are met, and testing experts'
readiness for their first call.
- Review all communications with a sense of urgency and distribute as
necessary to the team. Field and respond to questions from the team
to ensure comprehension and adherence.
- Schedule outreach calls from customer callback and tax accuracy
lists and provide individual tax troubleshooting support and
preparation assistance through video-enabled software and chat
support, carefully documenting customer interactions.
Qualifications
Minimum of two (2) seasons of professional tax preparation experience,
with a minimum of 30 tax returns prepared
Prior tax preparation experience in a tax practice or retail setting
PTIN is required and one of the following credentials is
preferred: EA, CPA or JD
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
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12212147
Overview
BTVK Advisory is a leading advisory firm whose specialized professionals
guide clients through an ever-changing business world, helping them win
now and anticipate tomorrow. BTVK Advisory, and its affiliated entities,
have operations in North America, South America, Europe, Asia, and
Australia. BTVK Advisory's ultimate parent entity, Baker Tilly US, LLP,
is an independent member 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.
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.
To be added to all ET through Experienced requisitions 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:
Responsibilities
This is a temporary position beginning December 2024 and
ending on or before April 15, 2025. If you are interested in a
seasonal tax position and
have a minimum of 2 years' professional tax preparation
experience, we'd love to speak with you about joining our incredible
team at Baker Tilly!
As a Tax Manager, you will be responsible for ensuring that all Customer
Support Tax Preparers and Tax Leads are prepared to fulfill the
obligations of the project by using the training and reporting tools
available. You will be responsible for monitoring and coaching to
performance metrics and working with the Senior Management team to
offboard underperforming employees
You will enjoy this role if:
- You have a passion for motivating team members, analyzing
operational reports, and monitoring performance of your team.
- You are an exceptional communicator and enjoy translating complex
tax terminology into a language others can easily understand.
- You like working a fast-paced environment.
- You have experience with tax preparation technology and are
comfortable researching tax topics using online tools.
What You Will Do:
- Monitor both individual and team performance through call monitoring
and available reporting tools, host team meetings and/or one-on-one
coaching sessions with experts as needed to ensure minimum
performance requirements are being continuously met, and work with
senior leadership team when required to issue performance warnings.
- Analyze daily/weekly reports (including tax accuracy, customer
callbacks, compliance, performance, etc.), and ensure that required
follow up actions (e.g. coaching, scheduling customer call backs,
responding to report, etc.) are completed timely.
- Monitor operational platforms to ensure shift adherence so that
production runs smoothly during assigned shifts.
- Provide individualized assistance and support to experts working
with customers for both tax advice and tax preparation, while also
documenting the quality of customer interactions.
- Guide experts and leads through the on-boarding process, b
reviewing completion reports, hosting office hours/training
sessions, ensuring training timelines are met, and testing experts'
readiness for their first call.
- Review all communications with a sense of urgency and distribute as
necessary to the team. Field and respond to questions from the team
to ensure comprehension and adherence.
- Schedule outreach calls from customer callback and tax accuracy
lists and provide individual tax troubleshooting support and
preparation assistance through video-enabled software and chat
support, carefully documenting customer interactions.
Qualifications
Minimum of two (2) seasons of professional tax preparation experience,
with a minimum of 30 tax returns prepared
Prior tax preparation experience in a tax practice or retail setting
PTIN is required and one of the following credentials is
preferred: EA, CPA or JD
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
Source : Baker Tilly Advisory Group, LP
