Tax Preparer

Role Description

As a Seasonal Tax Preparer at InteLogix, you will be the trusted voice on the line for clients navigating one of the most important financial moments of their year. Working within a high-volume BPO call center environment, you will use your accounting and tax expertise to guide customers through the tax preparation process — answering questions, resolving concerns, and delivering an accurate, empathetic experience from start to finish. This is a fully remote, phone-intensive role: you will be on calls throughout your entire shift, applying your tax knowledge in real time to help real people. If you thrive in a structured, fast-paced environment and love bringing clarity to complex tax questions, this role is for you.

• Help customers complete their taxes using a tax preparation platform, providing tax advice, full-service return preparation, and tax calculations.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Serve in a virtual, customer-facing capacity using state-of-the-art video communication software to interact with customers, and document interactions to maintain accurate records.
• Manage product and software inquiries from customers, leveraging your tax expertise to deliver accurate, confident answers.
• Prepare and review federal and state individual 1040 tax returns with a high degree of accuracy and compliance with IRS regulations and IRS Circular 230 standards.
• Guide customers through deductions, credits, and filing requirements with patience, professionalism, and clarity.
• Identify and resolve tax-related inquiries and discrepancies; escalate complex issues to senior specialists or supervisors as appropriate.
• Meet productivity, quality, and handle-time targets in alignment with seasonal service level agreements (SLAs).
• Remain active on phones and/or video tools for the full duration of each scheduled shift.
• Adapt quickly to client-specific tax software, workflows, and scripts during onboarding and throughout the season.

Qualifications

• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software.
• Active, unrestricted credential required: Enrolled Agent (EA), Certified Public Accountant (CPA), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Passionate about helping clients navigate the complexities of taxation; committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.
• Excellent customer service skills with genuine enthusiasm for interacting with customers through video and audio tools in a professional, friendly, and confident manner.
• Proficiency with commercial tax preparation software.
• Strong verbal communication skills — able to explain complex tax concepts in plain, everyday language.
• High attention to detail and a consistent commitment to data accuracy.
• Must be authorized to work in the United States.

Requirements

• Associate's or Bachelor's degree in Accounting, Finance, or a related field (preferred).
• Active PTIN (Preparer Tax Identification Number) if not already captured by EA/CPA/Attorney credential (preferred).
• Experience with full-service or assisted tax preparation platforms is a plus (preferred).
• Prior experience in a BPO, contact center, or virtual/outsourced service delivery environment (preferred).
• Bilingual proficiency in English and Spanish is a plus for select client programs (preferred).

Benefits

• This seasonal role supports the January–April tax season.
• Schedules are assigned based on client program needs and will include extended hours to meet peak-season volume demands.
• Agents are expected to remain active on phones for the full duration of each scheduled shift.

Technology Requirements (Work from Home)

• Equipment: Company-provided; specific hardware confirmed at time of offer.
• Internet: Minimum 25 Mbps download / 5 Mbps upload; wired Ethernet connection strongly preferred.
• A quiet, dedicated, distraction-free workspace is required during all working hours.
• Public or shared Wi-Fi networks are not permitted during active shifts.