Tax Preparer – Seasonal

🕒 May 29

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Logo of InteLogix

InteLogix

5001 - 10000 employees

Founded 1957

🤝 B2B

💸 Finance

B2B • Finance • Customer Experience

InteLogix is a company that specializes in providing Customer Experience as a Service (CXaaS) and accounts receivable management (ARM) services. With a focus on optimizing customer interactions and enhancing brand reputations, InteLogix utilizes a combination of human-driven and digitally enabled solutions to support its clients. They emphasize long-term partnerships and have built relationships with clients across various industries through dedicated and empathetic service.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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

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