Tax Intake Call Specialist

Own the Client Journey From First Call to Ready for Prep.

Wiggs CPA Tax & Accounting is a 100% virtual tax planning and accounting firm supporting small business owners, real estate investors, and individuals across the United States. During tax season, we prepare individual and business tax returns with a strong focus on service-based business owners and real estate investors. Outside of tax season, we provide proactive accounting and tax planning, including bookkeeping, payroll, quarterly tax planning, and year-round CPA support.

We are seeking a Tax Intake Call Specialist to join our team for the upcoming tax season. You will own an important part of the tax preparation intake and onboarding experience. You will conduct client calls, gather preliminary tax information, identify client needs, provide quotes based on established firm pricing, document conversations, and follow up with clients throughout the tax preparation process.

This Is Not a Receptionist Role

Rather than answering incoming calls and routing messages, you will work directly with clients and prospective clients who are already in our tax preparation or onboarding pipeline. You will manage the client journey from initial intake until the client is ready for tax preparation, so our tax professionals can focus on preparing and reviewing returns. We will train you to handle routine client questions, pricing, and onboarding procedures on your own, and to escalate technical tax questions and complex situations to a CPA or tax preparer.

The ideal candidate is an exceptional communicator who is patient, organized, and detail-oriented, comfortable speaking with clients throughout the day, and able to communicate client needs accurately to our tax preparation team. Experience in tax, accounting, bookkeeping, finance, or a related professional services environment is strongly preferred.

This is a seasonal position from November through April. After tax season, there may be an opportunity to continue part-time or full-time in a client success, sales, intake, or business development role.

Our Values

Customer service, integrity, trust, education, growth, and respect. We deliver a high level of service to our clients and keep improving the way we serve our community.

Schedule

• 100% virtual
• Available to conduct tax preparation onboarding calls Monday through Friday
• Tuesday and Thursday are mandatory call days and generally the highest volume days
• Part-time availability of 20 to 30 hours per week from November through early January
• Paid onboarding and training during November and December
• Full-time availability from early January through April 16, up to 40 hours per week with additional availability during peak periods as needed
• Typical hours fall within the 8am to 6pm CST business window based on client and team needs
• Limited weekend availability to respond to team questions during peak tax season may be needed, with advance notice when possible
• Dedicated, secure remote workspace free from distractions required

Compensation

• $22 to $27 per hour based on experience
• Seasonal W-2 employment
• Paid onboarding and training
• Opportunity for continued part-time or full-time employment based on performance, firm needs, and mutual fit

Software You Will Use

• TaxDome
• GoHighLevel
• Google Workspace, including Gmail, Docs, Sheets, Drive, and Calendar
• Microsoft Office

Experience with these specific platforms is not required. We provide training on our systems, procedures, and client communication expectations.

Required Qualifications

• Must be U.S.-based
• Background in tax, accounting, bookkeeping, finance, or a closely related field
• Interest in learning more about tax preparation and growing within the firm
• Previous experience handling client or customer calls in a service-oriented environment
• Experience conducting client intake, discovery, onboarding, consultation, or similar client-facing calls
• Strong customer service, active listening, and relationship-building skills
• Comfortable making both scheduled and proactive outbound calls
• Professional, confident, patient, and personable phone presence
• Strong written and verbal communication skills with the ability to ask good questions and explain processes clearly
• Extremely detail-oriented with the ability to document client conversations accurately and protect sensitive client information
• Strong follow-through with the ability to manage leads and client follow-ups consistently without reminders
• Strong organizational skills with the ability to manage multiple clients and competing priorities independently
• Ability to stay patient, professional, and organized during high call volume periods
• Good judgment and the ability to recognize when a question should be escalated rather than attempting to give tax advice
• High integrity, positive attitude, adaptable, coachable, and a team player
• Microsoft Office and Google Workspace experience
• Proficient in speaking and reading English

Preferred Qualifications

• Previous experience at a CPA firm, tax preparation firm, bookkeeping firm, or accounting practice
• Tax preparation experience highly preferred but not required
• Familiarity with individual and business tax preparation processes
• Experience with CRM, client portal, tax workflow, or practice management software
• Previous outbound calling, lead follow-up, or sales experience

Duties and Responsibilities

Client Intake and Onboarding

• Conduct scheduled tax preparation intake and onboarding calls with clients and prospective clients
• Interview 10 to 15 clients per day during high volume periods to understand their tax preparation needs and determine the right scope of services using firm guidelines
• Gather preliminary tax information and provide accurate quotes using WiggsCPA pricing and procedures
• Clearly communicate fee structures, service timelines, engagement requirements, and next steps
• Answer routine questions about the tax preparation process and identify technical questions or situations that need a CPA or tax preparer
• Take detailed, accurate notes during client conversations, including relevant information, questions, and action items
• Communicate client needs to the tax preparation team accurately and completely

Client Follow-Ups and Workflow Management

• Follow up promptly with inbound leads, missed calls, and prospective clients who have expressed interest in WiggsCPA services
• Proactively contact clients about outstanding documents, questionnaires, payments, and other onboarding requirements
• Identify and help resolve issues keeping clients from completing the next step in the tax preparation process
• Serve as a primary point of contact for routine tax preparation process questions
• Keep client information, notes, and activity accurate within firm systems
• Manage multiple clients at different stages of the tax preparation pipeline with professional, timely communication
• Collaborate with the tax preparation and administrative teams to keep clients moving through onboarding efficiently

Client Success and Business Development

• Identify potential tax planning, accounting, or additional service opportunities and share them with the right team member
• Support client check-ins and Client Success initiatives as needed
• Keep a professional, helpful, and consultative approach with prospective clients rather than aggressive sales tactics