Education At Work (E@W) enables students from traditionally underserved communities to secure a high-quality post-graduation job through evidence informed work-based learning programs. E@W aims to equip students with the high-value skills and experiences sought in the professional world by offering meaningful work opportunities.
If you love the pursuit of excellence and are inspired by empowering a student-centered culture to fulfill the E@W mission, we invite you to learn more. We offer unique opportunities to work on rewarding projects in an environment that appreciates diversity, focuses on talent development, and recognizes and rewards exceptional work.
This seasonal position begins in December 2024 and ends in April 2025. If you are interested in a seasonal tax position, have at least 2 years of professional tax preparation experience, love the pursuit of excellence, and are inspired by empowering a student-centered culture to fulfill the E@W mission, we invite you to learn more. We offer unique opportunities to work on rewarding projects in an environment that appreciates diversity, focuses on talent development, and recognizes and rewards exceptional work.
Job Summary
The Team Lead manages a dynamic team of Tax Specialists, coaches specialists to perform at the highest levels, monitors and takes action on real-time adherence for their team, and handles customer escalations. This role is pivotal in monitoring quality assurance, training, and managing schedules and attendance while fostering motivation and maintaining company culture.
ResponsibilitiesLead and manage a team of 20-25 student Tax Specialists supporting Turbo Tax Live.Advocate for customers by identifying their needs and guiding them to appropriate resources.Monitor, coach, and provide feedback to meet performance metrics, including quality, productivity, attendance, compliance, and disciplinary issues.Administer daily schedules and attendance for the agent team.Resolve moderately complex problems exercising good judgment.Conduct staff meetings and coaching sessions to ensure effective communication..Exhibit exceptional time management, organization, and prioritization skills.Research, analyze, and determine an appropriate course of action in various situations.Able to research IRS and state publications, regulations, and GAAP publications.Flexibility to work both AM and PM shifts, including some holidays.Excellent numerical, abstract, and verbal reasoning skills.Perform other duties as directed by management.Basic Qualifications3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers using commercial tax preparation software.2+ years of leadership experience.Active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience is a plus.College degree is a plus, but not required.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.Must possess an active Preparer Tax Identification Number (PTIN).Extensive knowledge of tax laws.In-depth understanding of tax concepts and processes.Experience using major tax preparation software; experience with electronic filing.Experience providing support in a technical PC environment is a plus.Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.Must reside in the United States.AFFIRMATIVE ACTION PLAN / EQUAL EMPLOYER OPPORTUNITY (AAP/EEO) STATEMENT:
Education at Work (E@W) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, E@W complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. EAW expressly prohibits workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of E@W’s employees to perform their job duties may result in discipline up to and including termination of employment.
THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA) PROHIBITS DISCRIMINATION IN COMPENSATION AND EMPLOYMENT OPPORTUNITIES AGAINST QUALIFIED INDIVIDUALS WITH DISABILITIES. TO DETERMINE WHETHER AN INDIVIDUAL IS QUALIFIED, THE ESSENTIAL FUNCTIONS OF EACH JOB MUST BE IDENTIFIED. ESSENTIAL FUNCTIONS ARE THOSE THAT ARE INTRINSIC TO THE POSITION, AND THAT THE INDIVIDUAL(S) WHO HOLDS THE JOBS MUST BE ABLE TO PERFORM WITH OR WITHOUT REASONABLE ACCOMMODATION.
