Tax Manager EA/CPA/JD REMOTE (Seasonal)

Mandatory Requirements

• Must live and be legally authorized to work within the US.
• Must be an EA, CPA, or Practicing Attorney.
• Must have an active 2027 PTIN by start date.
• Visa sponsorship is not available for this role.

Lead a Remote Team

• Coach attendance, performance, and adherence to professional standards for up to 60 hours per week.
• Audit timekeeping and daily statuses in tools such as Power BI, ADP, Slack, Teams, and Amazon Connect to ensure complete operational accuracy.
• Serve as Manager on Duty (MOD) on rotation, providing leadership and support ownership for up to 1,000+ experts.
• Monitor system statuses, enforce queue discipline, process workflow requests, and intercept high-priority or data privacy issues through multi-channel communication.

Review Recorded Customer Service Interactions

• Regularly Review recorded customer service interactions to evaluate empathy, communication quality, and adherence to customer metrics.
• Deliver timely recognition and feedback.
• Proactively research internal channels and documentation to resolve systemic problems under short deadlines.

Leadership Experience

• Independently establish clear priorities during shifting operational demands, collaborating across teams to build a reliable team structure that establishes trust and long-term operational credibility.
• Efficiently operate within custom software, follow structured workflows, and manage tasks across multiple remote platforms.
• Manage a structured daily routine while efficiently adjusting tasks and focus when real-time operational priorities change.

Communication and Collaboration

• Deliver clear written and verbal communication, converting data into practical, specific, and actionable guidance for your team.
• Foster meaningful team collaboration and hold your team accountable to service standards that prioritize empathetic, customer-centric support over routine transactional processing.

Work Environment

• Bring a designated distraction-free, remote work environment, personal device for administrative tasks, and a reliable hard-wired internet connection.