Tax Lead CPA/EA/JD

You must be an actively credentialed, U.S. based Enrolled Agent (EA), CPA, or practicing attorney to be eligible for this position.

About the role

JDA TSG is hiring Enrolled Agents and CPAs to join us as Tax Leads for the upcoming tax season. This is a seasonal, work-from-home opportunity for professionals with 2+ seasons of professional tax preparation experience and prior experience supervising remote teams.

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.
• 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.

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.
• 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).