Seasonal Tax Lead (EA, CPA)
virtual vocationsNew York (NY)
Seasonal Tax Lead (EA, CPA)
Posted yesterday
virtual vocationsNew York (NY)
SENIORITY
Senior
About the role
To support the upcoming tax season, the seasonal remote Seasonal Tax Lead (EA, CPA) will provide leadership to a team of tax professionals, monitor tax support channels, and address operational issues while ensuring a positive customer experience.
Key responsibilities:
Provide strong leadership through video, phone, and chat to motivate team members and meet performance goals
Monitor the Tax Support Slack channel, delivering accurate tax guidance and timely responses to support requests
Address operational and customer issues, ensuring professional and timely resolution of inquiries and escalationsRequired qualificationsActive U.S.-based credentialed professional (Enrolled Agent, CPA, or practicing attorney) with 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
Proficiency in Microsoft 365 and tax software, with the ability to navigate multiple systems effectively
Access to a dedicated workspace, personal computer, and a hard-wired Ethernet connection
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.