Assurance Preparer – Assurance Services

Job Description

Assurance Preparer – BT Prep | Baker Tilly US

The Tone:
This is a seasonal, part-time role at Baker Tilly US, with work location details to be discussed with the talent acquisition professional. Baker Tilly is a major advisory, tax, and assurance firm operating globally with 43,000 professionals across 141 territories. This role is crucial for their BT Prep center, which aims to boost efficiency, standardize processes, and reduce costs within the Assurance service line, allowing accounting professionals to focus on higher-level tasks.

The TL;DR
• Role: Early Career
• Type: Seasonal, Part-time
• Location: Remote, Wisconsin, United States
• Pay: $22.50–$37.75 hourly
• Team: BT Prep (nationally centralized processing center) supporting the Assurance service line
• Mission: To prepare initial client data efficiently and accurately for the Assurance service line, contributing to standardized processes and cost reduction.
• Tech Stack: Microsoft 365, Adobe Acrobat

What You’ll Actually Do
• Prepare: Initiate the preparation of Audit, EBP Audits, and SSARS engagements, along with similar tasks.
• Analyze: Examine and analyze data records, interpreting information based on prior year and similar clients to identify issues.
• Input: Accurately input client-provided and interpreted information into appropriate software systems.
• Document: Create clear and concise notes within the systems for any missing items or questions that arise during preparation.
• Develop: Maintain and expand your knowledge base by utilizing supplied training materials and attending necessary subject matter courses.

The Must-Haves
• Background: Early career professional, requiring critical thinking and some technical expertise to interpret, manipulate, and input data for the Assurance service line.
• Experience: Availability to work a minimum of 30 hours/week (Monday–Friday, 8:00 AM–5:00 PM local time; schedule must span at least 4 days/week with minimum 4 consecutive hours/day) between December 7 – April 2027. Has experience with and proficient knowledge of Microsoft 365 and Adobe Acrobat.
• Skills: Demonstrates accuracy and attention to detail in a range of standard tasks, ability to manage workload effectively and complete tasks in a timely manner, solid communication skills (both written and verbal), and ability to work independently.
• Bonus: Associate degree or above in a STEM-related major is highly preferred. Demonstrates adaptability to technology and ability to work in a paperless environment. Ability to maintain confidentiality and independence with respect to client information.