Senior Preparer, BT Prep - Tax

Baker Tilly • Boston, MA, US

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Tax Operations Analyst

Are you energized by data, driven by precision, and ready to make an impact behind the scenes of tax operations? In this role, you'll work with client-provided data at the earliest stages of the tax preparation process - analyzing, interpreting, and inputting information into specialized software with accuracy and insight. While you won't be responsible for final client deliverables, your work lays the foundation for exceptional service and smooth execution across the Tax service line. Your analytical mindset and attention to detail will be key to driving accuracy and efficiency in our tax operations.

Team Leadership & Workflow Management

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.
Train team members and maintain up-to-date training materials.

Initial Tax Return Preparation

Prepare Individual and Trust tax returns using client-provided data.

Analyze and interpret records, referencing prior-year data and similar client profiles.

Input data into appropriate software with precision.

Document clear notes for missing items and follow-up questions.

Communicate interactively with engagement teams to clarify and resolve data issues.

Principal-Level Tax Return Completion

Independently complete Individual tax returns for BT Principals.

Exercise professional discretion and judgment in tax matters.

Report directly to ESO Firm Tax leadership.

Technical Development & Process Improvement

Continuously build technical expertise through training and coursework.

Serve as a resource in your areas of specialization.

Partner with BT Prep leadership to identify and implement efficiency improvements.

Relationship Building

Foster strong interpersonal relationships within your team and across engagement teams.

Promote collaboration, transparency, and mutual support.

Special Projects & Additional Duties

Participate in firm initiatives and complete other duties as assigned.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field (preferred)

24 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 communicatorboth written and verbalwith 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

The compensation range for this role is $21.50 to $42.00 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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Tax Preparer • Boston, MA, US

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