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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.