Seasonal Tax Team Lead @ Workplace Options | Jobright.ai
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Seasonal Tax Team Lead jobs in United States
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Workplace Options · 1 week ago

Seasonal Tax Team Lead

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ConsultingCustomer Service
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Aitana Millan
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Insider Connection @Workplace Options

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Provide information and guidance on basic tax inquiries regarding the filling of their current year taxes.
Coach and assist Tax Consultants with live support so they can navigate, research and assist Service Members.
Manage adherence, compliance and quality assurance.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer service skillsTax preparation experienceVITA TrainingMicrosoft OutlookMicrosoft TeamsMicrosoft WordTax lawsTax conceptsForm 1040 familiarityLeadership experienceMilitary tax lawsTechnical PC supportCollege degree

Required

Strong customer service skills with ability to empathize and instill confidence
Critical thinking and problem solving
Strong skills and experience with Microsoft Outlook, Teams, and Word
Excellent written and oral communication skills
2+ years of leadership experience
Must be US Citizen
Minimum of two recent seasons of tax preparation experience
Prior experience in business, finance, accounting or tax providing knowledge of tax laws, tax concepts and familiarity with form 1040 to instill confidence.
Must possess Volunteer Income Tax Assistance (VITA) Training by December 31st
Strong skills and experience with Microsoft Outlook, Teams, and Word

Preferred

Knowledge of military tax laws
Experience providing support in technical PC environment
College degree

Benefits

401(K) savings plan with matching
Paid sick leave
Prevailing wages
Flexible Scheduling Options

Company

Workplace Options

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Workplace Options is the employee wellbeing provider.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
WindRose Health Investors
2021-11-01Private Equity· Undisclosed

Leadership Team

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Alan King
President and Chief Executive Officer
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Company data provided by crunchbase
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