Description
Overview
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!
What You Will Do
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.
Who You Are
- 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).
What We Offer
Flexible scheduling: Morning, midday, and evening shifts available, 7 days per week.
Competitive pay plus benefits including 401(k) with company match, employee perks, and additional incentives.
Seasonal employment: Fall 2026 through the end of April 2027, averaging 25-40 hours per week. Additional and overtime hours may be available.
Equipment provided: Company laptop supplied for the duration of employment (a personal computer is also required).
Comprehensive training and ongoing support from a dedicated leadership team.
Opportunities for growth within JDA TSG.
USD $36.00 - USD $36.00 /Hr.
We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.
Qualifications
- 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).
Responsibilities
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.
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