Data Specialist, Seasonal Tax Support (Remote)

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.

Job Description:

 

Responsibilities

You will enjoy this role if:

  • You enjoy work that requires a keen eye for detail – if there is a mistake, you’ll catch it!
  • You thrive in an environment where you can work independently in a team-focused setting.
  • You learn quickly and enjoy the challenge of mastering new software. 

What you’ll do:

As a Data Specialist on the on the BT Prep team, you will be an integral member of the firm’s centralized tax processing center.

You will have the option to select either a Validation, K-1A, or Digital Scanning specialization!

Data Specialist – Validation:

As a Data Specialist team member on the BT Prep team with a Validation focus, responsibilities include, but are not limited to, the following:

  • Validate, for accuracy, data and scanned confidential documents for individual tax returns
  • Input necessary information not captured by software
  • Ensure client confidentiality by following all company procedures regarding information handling

Data Specialist – K-1A:

As a Data Specialist team member on the BT Prep team with a K-1A focus, responsibilities include, but are not limited to, the following:

  • Validate K-1 documents
  • Input necessary information not captured by software
  • Ensure client confidentiality by following all company procedures regarding information handling

Data Specialist – Digital Scanning:  

As a Data Specialist team member on the BT Prep team with a Digital Scanning focus, responsibilities include, but are not limited to, the following:

  • Preparation of files for submission into validation software
  • Responsible for ensuring the accurate use of separator sheets to ensure proper organization of file within Adobe
  • Ensure client confidentiality by following all company procedures regarding information handling

Qualifications

Successful candidates will have:

  • A high school diploma/GED, preferred
  • A demonstrated working knowledge of computers, required
  • Ability to learn task processes within various software applications quickly
  • The ability to pay extreme close attention to detail and follow directions and outlined procedures.
  • Strong written and verbal communication skills
  • Ability to work efficiently in a team-focused environment
  • Availability to work February 2025 through early-April 2025
  • Ability to work a set schedule no less than 30 hours per week (Monday-Friday 8am-8pm CST) with a minimum four-hour time block per each day worked

For California, Colorado, New York and Washington: The compensation for this role is anticipated to be $16/hour. The actual compensation may be influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. 

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