Talent.com
Senior Preparer, BT Prep - Tax

Senior Preparer, BT Prep - Tax

Baker TillyLong Beach, CA, US
16 hours ago
Job type
  • Full-time
Job description

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.

    Create a job alert for this search

    Tax Preparer • Long Beach, CA, US

    Related jobs
    Tax Preparer

    Tax Preparer

    FreshTaxSanta Ana, California, United States
    Full-time
    Quick Apply
    Tax Preparer – Join the FreshTax Team!.Are you someone who finds joy in spreadsheets and sees tax codes as puzzles waiting to be solved? If so, FreshTax has the ultimate mission for you! We're sear...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    IntuitBell Gardens, CA, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,403 to $2,107 per week in Palm Springs, CA

    Travel Physical Therapy Assistant (PTA) - $1,403 to $2,107 per week in Palm Springs, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapy Assistant (PTA) in Palm Springs, California, 92258!. Though your CompHealth recruiter will be your single point of...Show moreLast updated: 17 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,480 to $1,783 per week in Carmichael, CA

    Travel Physical Therapy Assistant (PTA) - $1,480 to $1,783 per week in Carmichael, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Fusion Medical Staffing to find a qualified Physical Therapy Assistant (PTA) in Carmichael, California, 95608!. Travel Physical Therapy Assistant (PTA).Facility i...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,348 per week in Placentia, CA

    Travel Physical Therapy Assistant (PTA) - $1,348 per week in Placentia, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Physical Therapy Assistant (PTA) in Placentia, California, 92870!. Join the Top- Rated Travel Healthcare Team! Skyline Med ...Show moreLast updated: 11 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,779 per week in Los Gatos, CA

    Travel Physical Therapy Assistant (PTA) - $1,779 per week in Los Gatos, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapy Assistant (PTA) in Los Gatos, California, 95032!. A great SNF / LTC is looking for an experienced...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,182 to $1,424 per week in San Rafael, CA

    Travel Physical Therapy Assistant (PTA) - $1,182 to $1,424 per week in San Rafael, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Fusion Medical Staffing to find a qualified Physical Therapy Assistant (PTA) in San Rafael, California, 94903!. Travel Physical Therapy Assistant (PTA).Facility i...Show moreLast updated: 24 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,403 to $2,107 per week in Los Gatos, CA

    Travel Physical Therapy Assistant (PTA) - $1,403 to $2,107 per week in Los Gatos, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapy Assistant (PTA) in Los Gatos, California, 95030!. Some locum assignments can be as short as a day, others, years.S...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,736 to $1,790 per week in Los Gatos, CA

    Travel Physical Therapy Assistant (PTA) - $1,736 to $1,790 per week in Los Gatos, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Physical Therapy Assistant (PTA) in Los Gatos, California, 95032!. If you're interested in making a significant im...Show moreLast updated: 13 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,430 per week in Bakersfield, CA

    Travel Physical Therapy Assistant (PTA) - $1,430 per week in Bakersfield, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Physical Therapy Assistant (PTA) in Bakersfield, California, 93312!. Client in CA seeking Physical Therapy Assistant.We are...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,271 to $1,409 per week in Davis, CA

    Travel Physical Therapy Assistant (PTA) - $1,271 to $1,409 per week in Davis, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with LRS Healthcare to find a qualified Physical Therapy Assistant (PTA) in Davis, California, 95616!. Ready to start your next travel adventure? LRS Healthcare offers...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $2,098 per week in Monterey, CA

    Travel Physical Therapy Assistant (PTA) - $2,098 per week in Monterey, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Nationwide Therapy Group to find a qualified Physical Therapy Assistant (PTA) in Monterey, California, 93940!. NTG is committed to matching you to the right posit...Show moreLast updated: 2 days ago
    • Promoted
    Experienced Tax Preparer

    Experienced Tax Preparer

    Jackson HewittHuntington Beach, CA, US
    Full-time +1
    Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while. Don't miss out on this opportunity to.S...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,345 per week in Bakersfield, CA

    Travel Physical Therapy Assistant (PTA) - $1,345 per week in Bakersfield, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapy Assistant (PTA) in Bakersfield, California, 93312!. Centra Healthcare Solutions is seeking an exp...Show moreLast updated: 15 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,784 per week in San Francisco, CA

    Travel Physical Therapy Assistant (PTA) - $1,784 per week in San Francisco, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Physical Therapy Assistant (PTA) in San Francisco, California, 94109!. A great SNF / LTC is looking for an experie...Show moreLast updated: 15 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,660 per week in Los Gatos, CA

    Travel Physical Therapy Assistant (PTA) - $1,660 per week in Los Gatos, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Physical Therapy Assistant (PTA) in Los Gatos, California, 95030!. Client in CA seeking Physical Therapy Assistant : LTC / SNF...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,520 per week in Fremont, CA

    Travel Physical Therapy Assistant (PTA) - $1,520 per week in Fremont, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Core Medical Group to find a qualified Physical Therapy Assistant (PTA) in Fremont, California, 94538!. Shift : 8 : 00a-5 : 00p M-Tr and 8 : 00-4 : 00 F.We are still looki...Show moreLast updated: 21 days ago
    • Promoted
    Travel Physical Therapy Assistant (PTA) - $1,049 per week in San Andreas, CA

    Travel Physical Therapy Assistant (PTA) - $1,049 per week in San Andreas, CA

    AlliedTravelCareersLos Angeles, California, US
    Full-time
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified Physical Therapy Assistant (PTA) in San Andreas, California, 95249!. Join the Top- Rated Travel Healthcare Team! Skyline Me...Show moreLast updated: 9 days ago