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Key Responsibilities:

  • Help customers complete their taxes using a tax preparation platform, providing tax advice, full-service return preparation, and tax calculations.
  • Utilize government websites and professional resources to deliver accurate answers in everyday language.
  • Serve in a virtual, customer-facing capacity using video communication software, and document interactions.

Qualifications:

  • Minimum 2 years of paid experience filing 30+ federal and state individual 1040 tax returns using commercial tax software.
  • Active credential: Enrolled Agent, CPA, or Practicing Attorney with strong tax preparation knowledge.
  • Excellent customer service skills and enthusiasm for helping clients navigate tax complexities.

Work Environment:

  • Fully remote, phone-intensive role with scheduled shifts during January–April tax season.
  • Company-provided equipment; requires quiet workspace and high-speed internet.
  • Must be authorized to work in the United States.

InteLogix

InteLogix is a leading provider of integrated solutions, using technology to deliver exceptional customer experiences. With 19 global centers, they help 23 million people and their families navigate health, wealth, and HR complexities.

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