Tax Preparer — Seasonal

Overview

This seasonal role involves serving as a Tax Preparer within a high-volume BPO call center environment. The position requires using accounting and tax expertise to assist clients through the tax preparation process by answering questions, resolving concerns, and delivering accurate and empathetic service. The role is fully remote and phone-intensive, requiring continuous client interaction throughout each shift.

Responsibilities

• Assist customers in completing 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 provide accurate answers in clear, everyday language
• Interact with customers virtually using video communication software and document interactions to maintain accurate records
• Address product and software inquiries from customers, leveraging tax knowledge to provide confident and accurate responses
• Prepare and review federal and state individual 1040 tax returns with high accuracy and compliance with IRS regulations and Circular 230 standards
• Guide customers through deductions, credits, and filing requirements with professionalism and clarity
• Identify and resolve tax-related inquiries and discrepancies; escalate complex issues to senior specialists or supervisors as needed
• Meet productivity, quality, and handle-time targets aligned with seasonal service level agreements (SLAs)
• Remain active on phones and/or video tools for the entire scheduled shift
• Adapt quickly to client-specific tax software, workflows, and scripts during onboarding and throughout the season

Qualifications

Required

• 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 such as Enrolled Agent (EA), Certified Public Accountant (CPA), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
• Strong passion for helping clients navigate tax complexities and commitment to delivering excellent customer service
• Excellent customer service skills with enthusiasm for interacting with customers via 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 language
• High attention to detail and consistent commitment to data accuracy
• Must be authorized to work in the United States

Preferred

• Associate's or Bachelor's degree in Accounting, Finance, or related field
• Active Preparer Tax Identification Number (PTIN) if not already covered by EA/CPA/Attorney credential
• Experience with full-service or assisted tax preparation platforms
• 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

Work Location & Schedule

• Fully remote position supporting the January–April tax season
• Schedules assigned based on client program needs, including extended hours during peak season
• Agents expected to remain active on phones for the full duration of each scheduled shift

Technology Requirements (Work From Home)

• Company-provided equipment; specific hardware details provided at time of offer
• Internet connection with minimum 25 Mbps download and 5 Mbps upload speeds; wired Ethernet connection strongly preferred
• Quiet, dedicated, distraction-free workspace required during all working hours
• Use of public or shared Wi-Fi networks is not permitted during active shifts