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Seasonal Tax Lead (CPA, EA, JD)

Role overview

Qualifications

  • Active U.S.-based credentialed professional (Enrolled Agent, CPA, attorney)
  • 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

Responsibilities

  • Provide leadership through video, phone, and chat to motivate team members
  • Monitor and support the Tax Support Slack channel, delivering accurate tax guidance
  • Address operational and customer issues, ensuring professional resolution
  • Conduct call monitoring to evaluate interactions and support team development

Key facts

  • Remote from: United States
  • Fixed term
  • Senior (5-10 years)
  • 69 - 69K yearly
  • English

Other skills

  • Leadership
  • Team Motivation
  • Customer Service
  • Communication

About the company

JDA TSG logo

JDA TSG

JDA TSG is a preferred global strategic and outsourcing partner of some of the biggest brands in the world. Our team of experts provides new perspectives and solves your most critical operational challenges. Our mission is to deliver services that are effective, agile and scalable, designing every engagement to address your organization’s unique environment. The result is efficient operations, simplified complex programs, and a flexible strategy provides space for business agility. Founded in 2011, our team meets you where you are to deliver a plan of action of combined people, process, and technology that drives exceptional outcomes across talent acquisition and operational process improvement.

Company details

Company typeSME
Company size501 - 1000

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Job description

Overview:

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

 

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 opportunitywe 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 workspacepersonal 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.

Posted Salary Range: USD $36.00 - USD $36.00 /Hr.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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