Description
Overview
JDA TSG is hiring Tax Leads and Managers to join our team! If you have experience leading teams and are seeking a seasonal, work-from-home opportunity, we encourage you to apply!
Why These Roles Matter
You bridge the gap between complex operations and human empathy, ensuring your team of tax professionals has the tools and support they need to meet performance metrics without sacrificing exceptional customer experience.
Mandatory Requirements
Candidates must meet the following mandatory requirements to be considered.
- Must live and be legally authorized to work within the US.
- Must be EA, CPA, or Practicing Attorney (JD)
- Must have an active 2027 PTIN by start date.
- Visa sponsorship is not available for this role.
What You Will Do
Tax Lead
- Utilize video, phone, and chat channels to lead and motivate a remote team of 30+ tax experts, coaching performance to meet daily program goals.
- Continuously monitor support channels on Slack, delivering real-time, accurate tax guidance and resources to resolve team inquiries quickly.
- Resolve complex operational and customer issues, including leadership channel questions and high-priority customer escalations.
- Regularly review recorded customer interactions to evaluate empathy, communication quality, and adherence to customer metrics, delivering timely recognition and feedback.
- Execute direct customer callbacks to de-escalate sensitive situations and recover the customer experience.
- Document customer interactions and resolutions to support accurate monitoring, compliance, and ongoing team coaching.
Tax Manager
Lead a remote team of tax experts, coaching 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.
Regularly Review recorded customer service interactions to evaluate empathy, communication quality, and adherence to customer metrics, delivering timely recognition and feedback.
Proactively research internal channels and documentation to resolve systemic problems under short deadlines.
Who You Are
You hold an active, unrestricted credential (EA, CPA, or JD).
- You bring 2+ seasons of professional tax experience.
You have an active Preparer Tax Identification Number (PTIN).
You 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.
You efficiently operatione within custom software, follow structured workflows, and manage tasks across multiple remote platforms.
You bring leadership experience managing teams of 30+ in a high-volume, continuous customer experience setting.
You deliver clear written and verbal communication, converting data into practical, specific, and actionable guidance for your team.
You foster meaningful team collaboration and hold your team accountable to service standards that prioritize empathetic, customer-centric support over routine transactional processing.
You manage a structured daily routine while efficiently adjusting tasks and focus when real-time operational priorities change.
You have a designated distraction-free, remote work environment, personal device for administrative tasks, and a reliable hard-wired internet connection.
What We Offer
$36-$40/hour (depending on role) plus benefits, including 401(k) company match, employee perks, and additional incentives.
Seasonal role from November 2026 through April 30, 2027, with overtime potential during peak windows.
Morning, Midday, and Evening shifts available 7 days per week.
Fully dedicated support from peer leadership and onboarding frameworks designed to scale as the partnership grows.
Company-provided laptop equipment and active tools for the duration of your seasonal employment.
USD $36.00 - USD $40.00 /Hr.
We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.
Qualifications
You hold an active, unrestricted credential (EA, CPA, or JD).
- You bring 2+ seasons of professional tax experience.
You have an active Preparer Tax Identification Number (PTIN).
You 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.
You efficiently operatione within custom software, follow structured workflows, and manage tasks across multiple remote platforms.
You bring leadership experience managing teams of 30+ in a high-volume, continuous customer experience setting.
You deliver clear written and verbal communication, converting data into practical, specific, and actionable guidance for your team.
You foster meaningful team collaboration and hold your team accountable to service standards that prioritize empathetic, customer-centric support over routine transactional processing.
You manage a structured daily routine while efficiently adjusting tasks and focus when real-time operational priorities change.
You have a designated distraction-free, remote work environment, personal device for administrative tasks, and a reliable hard-wired internet connection.
Responsibilities
Tax Lead
- Utilize video, phone, and chat channels to lead and motivate a remote team of 30+ tax experts, coaching performance to meet daily program goals.
- Continuously monitor support channels on Slack, delivering real-time, accurate tax guidance and resources to resolve team inquiries quickly.
- Resolve complex operational and customer issues, including leadership channel questions and high-priority customer escalations.
- Regularly review recorded customer interactions to evaluate empathy, communication quality, and adherence to customer metrics, delivering timely recognition and feedback.
- Execute direct customer callbacks to de-escalate sensitive situations and recover the customer experience.
- Document customer interactions and resolutions to support accurate monitoring, compliance, and ongoing team coaching.
Tax Manager
Lead a remote team of tax experts, coaching 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.
Regularly Review recorded customer service interactions to evaluate empathy, communication quality, and adherence to customer metrics, delivering timely recognition and feedback.
Proactively research internal channels and documentation to resolve systemic problems under short deadlines.
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