Temporary Remote Positions:  Tax Preparers & Document Processing Assistants (All experience levels)

Job Description:

Job Description:

Remote | Temporary January 2026 – April 2026 

Join Baker Tilly’s team of temporary tax professionals and be part of a collaborative, supportive, and fun work environment! Whether you're a seasoned tax preparer, a detail-oriented document processing assistant, or a customer-focused tax expert, we have flexible temporary opportunities tailored to your skills and experience. 

At Baker Tilly, we’re committed to creating a rewarding temporary work experience. Whether you’re preparing tax returns, validating data, or providing tax advice, your contributions will play a vital role in the firm’s success. You’ll quickly feel at home in our professional and welcoming environment, with supportive team members available to guide you every step of the way. 

With flexible hours, paid training, and the possibility to return each tax season, this is your opportunity to gain valuable experience and make a lasting impact. We will match your unique skills and interests to the right role. Apply today to get started – we’d love to speak with you about joining our incredible team at Baker Tilly! 

Available Temporary Positions 

• Tax Preparer 

• Full Service – Tax Preparer & Customer Support 

• Document Processing Assistant – Digital Scanning, Data Validation, or K1-A Validation  

1. Tax Preparer 
Join our centralized tax processing team to prepare individual tax returns (Form 1040 and related schedules) in a paperless environment. 

Key Responsibilities: 

• Enter client data and financial information into tax preparation software 

• Prepare tax returns accurately, following firm policies and procedures 

• Maintain client confidentiality in line with company protocols 

 

Qualifications: 

• High school diploma required; Associate’s or Bachelor’s degree preferred 

• Experience in individual tax return preparation preferred 

• Familiarity with basic accounting concepts preferred 

• Ability to obtain a PTIN 

• Availability: Minimum 30 hours/week (Monday-Friday, 8 am-5 pm your local time). Work hours must be spread across at least four days, with a minimum of four consecutive hours per day. 

• Commitment to work early February through early April 2026 

• Comfortable with technology, paperless workflows, and self-guided learning 

• Strong attention to detail, critical thinking, and problem-solving skills 

• Professional demeanor the ability to manage confidential information 

• Effective written and verbal communication skills 

 

2. Full-Service Tax Preparer and Customer Support 
For experienced tax professionals who enjoy working directly with customers, this role offers the opportunity to provide tax support, advice, and troubleshooting while preparing returns of varying complexity. 

Key Responsibilities: 

• Provide real-time tax advice and troubleshooting via video and chat support  

• Guide clients in gathering and organizing data for federal and state returns  

• Analyze tax matters and offer accurate advice based on company policies and resources  

• Review and follow up on customer callbacks and tax accuracy issues 

 

Qualifications: 

• Minimum of two (2) seasons of tax preparation experience, with a minimum of 30 returns per year  

• PTIN required (can be obtained online)  

• Prior tax preparation experience in a tax practice or retail setting  

• Knowledge of tax laws, tax concepts, and Form 1040 

• Comfortable using audio/visual tools to communicate with clients  

• Strong problem-solving, research, and technical troubleshooting skills 

 

3. Document Processing Assistant – Digital Scanning, Data Validation, or K1-A Validation 

Join our BT Prep team as a Document Processing Assistant, specializing in either Data Validation, Digital Scanning, or K1-A Validation where attention to detail and technical skills are key. 

 

Key Responsibilities: 

• Digital Scanning focus: Prepare files for validation software, ensure proper organization with separator sheets, and maintain confidentiality 

• Data Validation focus: Validate data and scanned documents for accuracy, input missing information, and maintain confidentiality  

• K1-A Validation focus: Review and validate all parts of the K-1 for accuracy, input missing information, and maintain confidentiality 

 

Qualifications: 

• High school diploma/GED preferred 

• Availability: Minimum 30 hours/week (Monday-Friday, 7 am-5 pm CST). Work hours must be spread across at least four days, with a minimum of four hours per day. 

• Strong computer skills and ability to learn quickly  

• High attention to detail and ability to follow procedures  

• Strong written and verbal communication skills  

• Ability to work efficiently in a team environment