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Seasonal Tax Lead (CPA, EA, JD)
JDA TSG
4h ago
0FinanceRemote, USjobspy_indeed
remoteindeed
Job Description
**You must be an actively credentialed, U.S. based Enrolled Agent (EA), CPA, or practicing attorney to be eligible for this position.** **JDA TSG is hiring Enrolled Agents and CPAs to join us as Tax Leads** for the upcoming tax season. If you have **2\+ seasons of professional tax preparation experience**, prior experience supervising remote teams, and are looking for a **seasonal, work‑from‑home opportunity**, we encourage you to apply!* **Provide strong and effective leadership** through video, phone, and chat, motivating team members to meet program goals and performance expectations.
* **Monitor and support** the Tax Support Slack channel, delivering accurate tax guidance, resources, and timely responses to support requests.
* **Address operational and customer issues**, including leadership channel inquiries and customer escalations, ensuring professional and timely resolution.
* **Conduct call monitoring** to evaluate interactions, identify improvement opportunities, and support team development.
* **Execute customer callbacks** as needed to resolve issues and maintain a positive customer experience.
* **Maintain detailed documentation** of customer interactions to support coaching, quality monitoring, and escalation management.
* An **active, U.S.\-based credentialed professional** holding an **Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing attorney license** and an **active PTIN.**
* At least **1 year of experience in a remote supervisory role**, managing teams of **5 or more.**
* 2\+ years of **professional experience preparing and filing individual (1040\) returns** using professional tax preparation software in a professional/retail setting.
* Technically proficient and comfortable navigating multiple systems, including **professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), and Slack**.
* Equipped with a **dedicated workspace**, **personal computer for administrative tasks**, and a **hard\-wired Ethernet connection** (satellite or Wi\-Fi connections are not permitted).
