Tax Lead jobs in United States
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CFS ยท 1 day ago

Tax Lead

CFS is seeking a Tax Lead to oversee operations at tax preparation sites during the busy tax season. This leadership role involves managing staff and volunteers, ensuring compliance, and delivering excellent client service.

Human ResourcesStaffing Agency
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Growth Opportunities

Responsibilities

Oversee day-to-day operations at assigned tax site
Manage and support paid tax preparers and volunteers
Ensure compliance with organizational policies and procedures
Monitor workflow and resolve issues promptly
Provide guidance and assistance to staff and clients as needed
Maintain accurate records and reporting for site activities

Qualification

Tax preparation experienceLeadership experienceOrganizational skillsProblem-solving skillsCommunication skillsInterpersonal skillsBilingual (Spanish preferred)Fast-paced environment adaptability

Required

Strong organizational and management skills
Ability to thrive in a fast-paced, mission-driven environment
Ensure smooth site operations
Manage staff and volunteers
Deliver excellent client service
Oversee day-to-day operations at assigned tax site
Manage and support paid tax preparers and volunteers
Ensure compliance with organizational policies and procedures
Monitor workflow and resolve issues promptly
Provide guidance and assistance to staff and clients as needed
Maintain accurate records and reporting for site activities

Preferred

Previous leadership or supervisory experience
Strong organizational and problem-solving skills
Excellent communication and interpersonal abilities
Ability to work in a fast-paced environment
Tax preparation experience a plus
Bilingual skills a plus (Spanish preferred)

Company

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Casey
CEO, Founder
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Company data provided by crunchbase