InteLogix
TaxPreparer—Seasonal
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“Tax Preparer — Seasonal at InteLogix. Skills: Tax preparation, Customer service, Tax knowledge. Help customers complete taxes. Provide tax advice”
What You'll Achieve.
Deliver an accurate, empathetic experience; Deliver accurate, confident answers; High degree of accuracy and compliance; Patience, professionalism, and clarity; Meet productivity, quality, and handle-time targets; Alignment with seasonal service level agreements (SLAs)
Industry & Context.
Resolve tax-related inquiries; Resolve concerns
Must be authorized to work in the United States, Quiet, dedicated, distraction-free workspace required, Public or shared Wi-Fi networks are not permitted
What They're Looking For.
Must Have
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 tax preparation experience and extensive knowledge of tax laws, Must be authorized to work in the United States
Nice to Have
Associate's or Bachelor's degree in Accounting, Finance, or a related field, Active PTIN (Preparer Tax Identification Number) if not already captured by EA/CPA/Attorney credential, Experience with full-service or assisted tax preparation platforms is a plus, Prior experience in a BPO, contact center, or virtual/outsourced service delivery environment, Bilingual proficiency in English and Spanish is a plus for select client programs
What You'll Do.
Help customers complete taxes
Full-service return preparation
customer-facing capacity
Manage product and software inquiries
Prepare federal and state individual 1040 tax returns
Guide customers through deductions and credits
Identify and resolve tax-related inquiries
and handle-time targets
Remain active on phones and/or video tools
Adapt quickly to client-specific tax software
How You'll Work.
Team & Collaboration
Seek out and deliver the right answer using team expertise; Escalate complex issues to senior specialists or supervisors
Communication Scope
Verbal communication skills; Explain complex tax concepts in plain, everyday language
Full Job Description
**Who we are:** InteLogix is a leading provider of integrated solutions, utilizing cutting-edge technology to provide exceptional customer experiences. Our commitment to excellence and innovation has enabled us to redefine industry standards and create brighter futures for our clients and their customers. We are dedicated to making lives better through our empathetic customer engagement and advocacy for our clients' brands and reputations. **Overview:** 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. **Responsibilities:** * 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
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