Seasonal Tax Operations Supervisor

Security Finance; Spartanburg (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, and life ins.

401(k) with company match

Paid time off and holidays

Professional development & training

Job summary

Security Finance seeks a Tax Processing Supervisor to lead the 1040 Tax Services team at our Corporate Office. The role requires overseeing tax forms accuracy, managing seasonal staff, and ensuring timely CE reporting to the IRS.

Candidates should have two tax seasons with 1040 Tax Services or equivalent, strong knowledge of individual tax law, and proficiency with IRS e-filing. Excellent communication and training skills are essential for success.

Qualifications

• Two tax seasons with 1040 Tax Services or equivalent experience.
• Advanced knowledge of Individual Income Tax Law.
• Working knowledge of IRS electronic filing procedures.

Responsibilities

• Supervise seasonal tax staff, including interviewing, assigning territories, managing schedules, and monitoring call volume.
• Oversee accuracy and compliance in processing IRS, State, Bank, and internal tax forms.
• Provide real-time telephone support to branch employees, Supervisors, and State Leaders.
• Deliver customer relations support to tax customers as needed.
• Develop and administer tax training modules, tutorials, exams, practice returns, and reference materials.
• Conduct live and webinar-based trainings across multiple regions.
• Maintain and report employee status for preparers and tax sales employees.
• Review amendments and IRS/State letters submitted by customers.
• Report Continuing Education hours to the IRS.
• Ensure accurate phone logs and quality conversations with branch personnel.
• Maintain consistent, reliable attendance—especially during the high-volume tax season.

Skills

Communication skills

Supervision & training

Tax knowledge (Individual Income Tax)

Excel

Word

IRS e-filing procedures

Education

High school diploma or equivalent

Enrolled Agent preferred / willingness to obtain

Tools

Excel

Word

IRS e-file procedures

Job description

Security Finance seeks a Tax Processing Supervisor to lead the 1040 Tax Services team at our Corporate Office. The role requires overseeing tax forms accuracy, managing seasonal staff, and ensuring timely CE reporting to the IRS.

Candidates should have two tax seasons with 1040 Tax Services or equivalent, strong knowledge of individual tax law, and proficiency with IRS e-filing. Excellent communication and training skills are essential for success.