Seasonal Tax Lead EA/CPA REMOTE (Fri - Tues 1pm - 9pm PST) jobs in United States
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JDA TSG · 13 hours ago

Seasonal Tax Lead EA/CPA REMOTE (Fri - Tues 1pm - 9pm PST)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$38/hr - $38/hr
date2+ years exp

JDA TSG is a company focused on solving complex business problems through innovative solutions. They are seeking a Seasonal Tax Lead to provide leadership and support to a remote team of tax professionals during the tax season, ensuring effective communication and resolution of customer issues.

ConsultingInformation Technology
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Provide strong and effective leadership via video, phone, and chat, and inspire and motivate your team to achieve program goals
Monitor and support the JDA TSG Tax Support Slack Channel, provide accurate tax information and resources, and respond timely to all requests for assistance
Identify and address issues and challenges within the leadership channels, customer-facing issues, and customer escalations, ensuring resolution in a friendly and timely manner
Conduct call monitoring, listening for opportunities to provide support
Execute customer callbacks as requested
Carefully document all customer interactions for assistance in coaching and escalations

Qualification

Enrolled Agent (EA)Certified Public Accountant (CPA)Tax preparation softwareSupervisory experienceMicrosoft 365LeadershipCommunication skills

Required

Actively credentialed, U.S. based Enrolled Agent (EA), CPA, or practicing attorney with an active PTIN
1+ years experience in a remote, supervisory role, leading teams of 5 or more tax professionals
2+ years of professional experience preparing and filing individual (1040) returns using professional tax preparation software in a professional/retail setting
Strong technical skills and ability to navigate computer systems and software including Professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), Slack, Timekeeping solutions, etc
A dedicated workspace with a hard-wired Ethernet connection and personal computer for administrative responsibilities

Benefits

401K + Match
Incentives
Comprehensive training and support
Equipment including laptop for the duration of employment

Company

JDA TSG

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JDA TSG is a management consulting company specializing in program management & process re-engineering services.
dateFounded in 2011
location
New York, New York, USA
people-size501-1000 employees
web-link
http://jdatsg.com

Funding

Current Stage
Late Stage

Leadership Team

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Alex Mortman
Chief Executive Officer
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Company data provided by crunchbase