Seasonal Tax Xpert Lead & Coach

TASL TaxAct Admin Services, LLC; United States; Remote; USD 52,000 - 75,000; Full time

Job summary

Taxwell seeks a Seasonal Supervisor, Full Service Xpert to lead daily operations and mentor credentialed tax professionals delivering full-service tax preparation for individuals and small businesses. You will guide staff in accurate e-filing of Form 1120-S and Form 1065, while ensuring quality and regulatory compliance.

The role requires extensive tax knowledge, a valid PTIN, and credentials (EA, CPA, or attorney).

Qualifications

• Must have 5+ years of tax preparation experience including federal individual and business returns (1065 and 1120-S).
• Must have a valid PTIN and one of the following credentials: Enrolled Agent (EA), Certified Public Accountant (CPA) or practicing tax attorney.
• Experience leading and coaching teams in a fast-paced tax environment; strong communication and coaching skills.

Responsibilities

• Supervise and coach seasonal tax professionals and provide weekly coaching sessions.
• Ensure compliance with Circular 230 and IRS regulations and monitor QA for tax returns.
• Assist with training, onboarding, and knowledge-base updates; escalate issues when needed.
• Provide tax advice and support to external customers and coordinate with management on process improvements.

Skills

Leadership

Tax preparation

Mentoring

Quality assurance

Communication

Education

PTIN required

EA/CPA/Tax attorney credential

Tools

Microsoft Teams

SharePoint

Job description

Taxwell seeks a Seasonal Supervisor, Full Service Xpert to lead daily operations and mentor credentialed tax professionals delivering full-service tax preparation for individuals and small businesses. You will guide staff in accurate e-filing of Form 1120-S and Form 1065, while ensuring quality and regulatory compliance.

The role requires extensive tax knowledge, a valid PTIN, and credentials (EA, CPA, or attorney).