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JDA TSG
California, United States, Central Coast Monterey Santa Barbara
(remote)
Posted
27 days ago
JDA TSG
California, United States, Central Coast Monterey Santa Barbara
+7
California, United States, Fresno Bakersfield
California, United States, Los Angeles Ventura
California, United States, Orange County Long Beach
California, United States, Sacramento North To Oregon Border
California, United States, San Bernardino Riverside
California, United States, San Diego Imperial
California, United States, San Francisco East Bay South Bay And San Jose
(remote)
Job Type
Temporary
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
Open Position
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, work from home opportunity, we encourage you to apply!
Rate: $36/hour
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.
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: 85919800

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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Showing data for the city of Sacramento, California, United States.
Median Salary
Net Salary per month
$4,637
Cost of Living Index
79/100
79
Median Apartment Rent in City Center
(1-3 Bedroom)
$2,045
-
$3,383
$2,714
Safety Index
51/100
51
Utilities
Basic
(Electricity, heating, cooling, water, garbage for 915 sq ft apartment)
$219
-
$600
$340
High-Speed Internet
$50
-
$120
$77
Transportation
Gasoline
(1 gallon)
$4.69
Taxi Ride
(1 mile)
$3.03
Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.
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