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JDA TSG
Remote, United States
(remote)
Job Type
Part-Time
Job Duration
3-6 Months
Salary
$36.00 - $36.00
Min Experience
1-2 Years
Min Education
None
Required Travel
None
Salary - Type
Hourly Wage
Job Function
Enrolled Agent (EA)
Seasonal Tax Lead
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Seasonal Tax Lead
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Overview
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, workfromhome 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/Hr.
Requirements
You must be an actively credentialed, U.S. based Enrolled Agent (EA), CPA, or practicing attorney to be eligible for this position.
Job ID: 85919612

JDA TSG
Professional Services
New York
,
NY
,
US
JDA TSG’s Tax Services Group provides exceptional tax solutions tailored to our customer’s needs. Our expert accountants, CPAs, Enrolled Agents, bookkeepers, and attorneys, bring extensive knowledge and experience to every engagement. Our services include navigating complex tax regulations, optimizing deductions, and ensuring compliance with evolving laws.
With a strong focus on client satisfaction, we take the time to understand each client’s goals. This enables us to deliver personalized solutions that align perfectly w...
View Full Profile
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