Seasonal, Lead Virtual Tax Professional in United States at Jobgether

You will oversee the performance and development of a remote team while providing hands-on tax guidance and ensuring high standards across Second Look reviews and virtual client services.

• Recruit, interview, and hire seasonal Virtual Tax Professionals according to operational needs.

• Deliver training on tax policies, Second Look review methodology, IRS transcript analysis, virtual platforms, and workflow systems.

• Create, manage, and adjust team schedules to ensure adequate coverage and achievement of performance objectives.

• Monitor attendance, productivity, and compliance with virtual work expectations.

• Review team performance metrics and provide timely coaching, constructive feedback, and development support.

• Foster a collaborative, inclusive, and high-performing remote work environment.

• Provide technical tax guidance and support to associates handling complex tax situations.

• Help team members interpret IRS transcripts and identify appropriate tax resolution opportunities.

• Ensure compliance with Internal Revenue Service requirements and applicable internal policies and standards.

• Support client escalations and contribute to virtual service delivery when additional assistance is needed.

• Promote consistent review practices, accurate tax outcomes, and a positive client experience throughout the seasonal period.

The ideal candidate combines hands-on tax preparation or research experience with proven supervisory abilities and strong communication skills. They should be comfortable leading remote teams, handling complex tax questions, and adapting to the changing demands of a seasonal operation.

Required qualifications:

• High school diploma or equivalent.

• At least 3 years of experience in tax preparation and/or tax research.

• Previous supervisory or people leadership experience.

• Ability to lead, motivate, and coach remote teams effectively.

• Excellent verbal, written, and interpersonal communication skills.

• Experience providing client support in a virtual or remote environment.

• Flexibility to work extended or varied hours during the seasonal period.

• Reliable internet connection with a minimum speed of 15 Mbps.

Preferred qualifications:

• Bachelor’s degree in a related field, or equivalent education and relevant professional experience.

• Circular 230 credential, such as Attorney, Enrolled Agent (EA), or Certified Public Accountant (CPA).

• Previous experience managing or leading remote teams.

• Experience using artificial intelligence tools or other digital productivity solutions.

• Previous Team Lead experience.

• Hourly compensation ranging from $25.10 to $37.64, depending on experience, education, skills, performance, and work location.

• Potential eligibility for additional earnings through applicable incentive compensation or short-term incentive plans.

• Medical and prescription drug coverage for eligible associates and their dependents.

• Access to a 401(k) retirement savings plan.

• Employee Assistance Program.

• Virtual fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance, with automatic enrollment.

• Associate Tax Preparation benefit.

• Opportunities for continuous learning, professional development, and meaningful team leadership experience.