Tax-Preparer, Tax-Professional, Tax-Accountant Jobs

Who we are:

InteLogix is a leading provider of integrated solutions, utilizing cutting-edge technology to provide exceptional customer experiences. Our commitment to excellence and innovation has enabled us to redefine industry standards and create brighter futures for our clients and their customers. We are dedicated to making lives better through our empathetic customer engagement and advocacy for our clients' brands and reputations.

Overview:

As a Seasonal Tax Preparer at InteLogix, you will be the trusted voice on the line for clients navigating one of the most important financial moments of their year. Working within a high-volume BPO call center environment, you will use your accounting and tax expertise to guide customers through the tax preparation process — answering questions, resolving concerns, and delivering an accurate, empathetic experience from start to finish. This is a fully remote, phone-intensive role: you will be on calls throughout your entire shift, applying your tax knowledge in real time to help real people. If you thrive in a structured, fast-paced environment and love bringing clarity to complex tax questions, this role is for you.

Responsibilities:

• 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

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 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

Preferred

• Associate's or Bachelor's degree in Accounting, Finance, or a related field

• Active PTIN (Preparer Tax Identification Number) if not already captured by EA/CPA/Attorney credential

• Experience with full-service or assisted tax preparation platforms is a plus

• 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

Technology Requirements (Work from Home)

• 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

Originally posted on Himalayas

CoinLedger | Remote (US) | Full-Time

Build a tax firm from zero — with thousands of warm leads waiting

CoinLedger is the leading crypto tax software platform. Every year, hundreds of thousands of people use CoinLedger to calculate their crypto taxes — and every year, a huge portion of them ask us the same question: "Can you just do my whole return for me?"

We're finally saying yes. CoinLedger is launching a full-service tax preparation firm, and we're hiring one person to build it with us.

This is not a staff preparer job at an established firm. This is the founding hire. You'll work directly with CoinLedger's executive team to stand up the firm from scratch — the infrastructure, the technology, the compliance framework, the processes — and then run point on delivering returns when filing season hits.

The vision: an AI-native tax firm

There's a window in time right now to build the first generation of truly AI-native professional services firms. Not traditional practices with AI bolted on, but firms designed from day one around what modern AI can actually do. Tax prep is one of the clearest opportunities on the board, and CoinLedger is extremely well-positioned to take advantage of this.

We are predominantly a team of technologists — engineers and builders who have spent years shipping tax software at scale and who have the chops to bring an AI-native firm to life. What we're looking for is the other half of the equation: a real tax professional with the depth and knowledge to own the tax side of the house.

You bring the expertise of someone who has taken hundreds of returns from intake to e-file; we bring the engineering muscle to turn that expertise into systems. Together, we build a firm where AI handles as much of the return as it credibly can and human judgment is applied exactly where it matters most.

If you've ever looked at how your current firm operates and thought *"most of this could be automated, and nobody here is even trying"* — this role was written for you.

What you'll actually do

Year one, before filing season:

• Work with the CoinLedger executive team to stand up the firm's legal, business, and operational structure
• Serve as the responsible official on our EFIN application and hold signing authority as the paid preparer on client returns
• Lead the compliance and regulatory buildout: IRC §7216 consent flows, FTC Safeguards Rule requirements, state-level registrations, and data security practices
• Build the firm's SOPs from a blank page: intake, workpapers, review standards, e-file procedures, client communication
• Partner with our engineering and AI teams to design the human-in-the-loop return pipeline — deciding where AI does the work, where humans verify, and how we measure quality

During filing season:

• Prepare, review, and sign individual returns end to end — including crypto-heavy activity, Schedule C self-employment, K-1s, and multi-state filings
• Handle client-facing communication and manage the client experience
• Continuously feed what you learn back into the AI pipeline so every return makes the next one faster

Long term:

• Grow into a leadership role as the firm scales — you're the first hire, not the last

Who we're looking for

Hard requirements:

• Active EA or CPA credential in good standing
• Willingness to serve as the signing paid preparer and EFIN responsible official — you're comfortable putting your name on the work
• Full-cycle individual return experience: you know how to take a 1040 from intake to e-file acceptance, including Schedule C, K-1s, and multi-state returns, and you know the tools and stack of a working tax prep firm inside and out
• Working knowledge of cryptocurrency tax reporting: capital gains/losses, cost basis methods, staking and mining income, and the realities of messy exchange data
• Genuine fluency with modern AI tools — you actively use tools like Claude Code, Codex, and ChatGPT in your work today, and you're excited to push them further
• US-based

The archetype:

• You're early-to-mid career, hungry, and a little restless. You've done a few seasons (or more) of serious tax work and you're sick of the corporate grind — the bureaucracy, the billable-hour theater, the legacy software, the resistance to change
• You want to build something and prove yourself, not climb a ladder someone else built
• You're a self-starter who's comfortable with ambiguity — there's no playbook here; you're writing it
• You think like an operator, not just a preparer: process design, compliance, and technology genuinely interest you

What we offer

• Competitive compensation, matched to the caliber of person we're hiring
• Real upside: ground-floor economic participation in a firm backed by a significant, built-in stream of warm leads from CoinLedger's existing customer base (100,000+)
• Health benefits
• Fully remote (US)
• Direct access to and mentorship from CoinLedger's founding and executive team
• Target start: Fall 2026

How to apply

Send us your resume along with the following:

1. Document of your credential (EA or CPA) and a snapshot of your return prep experience

2. A written note containing a specific example of how you've used AI tools to make tax or accounting work faster or better

3. A short Loom style video explaining why "founding hire at an AI-native tax firm" is the job you've been looking for

Generic applications get generic results. Show us you're the person who reads "AI-native tax firm built from zero" and thinks *that's exactly what I've been waiting for.*

Originally posted on Himalayas