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JDA TSG · 8 hours ago

CPA

United States

Full-time

Remote

Entry, Mid Level

$36/hr - $36/hr

1+ years exp

JDA TSG is a company focused on providing dynamic business process improvement and managed services. They are hiring a Tax Team Lead for the upcoming tax season, responsible for leading and motivating a remote team of tax professionals while ensuring effective communication and resolution of customer issues.

ConsultingInformation Technology

No H1B

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

CPAEnrolled AgentTax preparation softwareMicrosoft 365Remote supervisionLeadershipCommunication 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