Seasonal Tax Lead (CPA, EA, JD)

Job Summary

JDA TSG is hiring Enrolled Agents and CPAs for the upcoming tax season. We are seeking professionals with 2+ seasons of professional tax preparation experience, prior experience supervising remote teams, and a desire for a seasonal, work-from-home opportunity.

Responsibilities

• 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.
• 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.

Requirements

• 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.
• Tech-savvy and comfortable navigating multiple systems, including professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), and Slack.
• A dedicated workspace, personal computer for administrative tasks, and a hard-wired Ethernet connection (satellite or Wi-Fi connections are not permitted).