Description

Overview

JDA TSG is hiring Enrolled Agents and CPAs to join us as Tax Leads for the upcoming tax season. If you have 2+ seasons of professional tax preparation experience, prior experience supervising remote teams, and are looking for a seasonal, work from home opportunity, we encourage you to apply!  

What You Will Do

• 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.

Who You Are

• 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).

What We Offer

• Flexible scheduling: Morning, midday, and evening shifts available, 7 days per week.
• Competitive pay plus benefits including 401(k) with company match, employee perks, and additional incentives.
• Seasonal employment: Fall 2026 through the end of April 2027, averaging 25-40 hours per week. Additional and overtime hours may be available.
• Equipment provided: Company laptop supplied for the duration of employment (a personal computer is also required).
• Comprehensive training and ongoing support from a dedicated leadership team.
• Opportunities for growth within JDA TSG.

Requirements

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