Tax Preparer — Seasonal

Overview

This seasonal role involves serving as a trusted tax preparer for clients during a critical financial period. Working remotely within a high-volume BPO call center environment, you will apply your accounting and tax expertise to assist customers through the tax preparation process. The position is phone-intensive, requiring continuous client interaction to provide accurate, empathetic guidance.

Responsibilities

• Assist customers in completing their taxes using a tax preparation platform, offering tax advice, full-service return preparation, and tax calculations
• Use government websites, professional resources, and team knowledge to provide clear, accurate answers in everyday language
• Interact with customers virtually via video communication software and document interactions to maintain accurate records
• Address product and software inquiries, leveraging tax expertise to provide confident responses
• Prepare and review federal and state individual 1040 tax returns with accuracy and compliance to IRS regulations and Circular 230 standards
• Guide customers through deductions, credits, and filing requirements with professionalism and clarity
• Identify and resolve tax-related questions and discrepancies; escalate complex issues as needed
• Meet productivity, quality, and handle-time targets aligned with seasonal service level agreements (SLAs)
• Remain active on phones and/or video tools throughout each scheduled shift
• Adapt quickly to client-specific tax software, workflows, and scripts during onboarding and throughout the season

Requirements

Required

• Minimum 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software
• Active, unrestricted credential: Enrolled Agent (EA), Certified Public Accountant (CPA), or Practicing Attorney with strong tax preparation experience and extensive tax law knowledge
• Strong passion for helping clients navigate tax complexities and commitment to delivering excellent customer experiences
• Excellent customer service skills with enthusiasm for professional, friendly, and confident interaction via video and audio tools
• Proficiency with commercial tax preparation software
• Strong verbal communication skills, able to explain complex tax concepts in plain language
• High attention to detail and commitment to data accuracy
• Authorization 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 covered by EA/CPA/Attorney credential
• Experience with full-service or assisted tax preparation platforms
• Prior experience in BPO, contact center, or virtual/outsourced service delivery environments
• Bilingual proficiency in English and Spanish (advantageous for select client programs)

Work Location & Schedule

• Fully remote, work-from-home position
• Seasonal role supporting 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

• Company-provided equipment (specific hardware details provided at offer stage)
• Minimum internet speed: 25 Mbps download / 5 Mbps upload; wired Ethernet connection strongly preferred
• Quiet, dedicated, distraction-free workspace required during all working hours
• Use of public or shared Wi-Fi networks is prohibited during active shifts