Tax Processing Supervisor

Security Finance; Spartanburg (SC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

PTO & holidays

401(k) match

Employee assistance program

Training & development

Advancement opportunities

Job summary

Security Finance is seeking a Tax Processing Supervisor to lead our seasonal tax team across the network, ensuring IRS, state, and internal requirements are met. You will supervise staff, coordinate schedules, and oversee forms processing with a focus on accuracy and client service.

This role requires strong tax knowledge, experience with IRS e-filing, and the ability to train large regional groups. Occasional travel for training is required, and hours extend during peak season.

Qualifications

• Minimum two tax seasons with 1040 tax processing or equivalent experience.
• Advanced knowledge of individual income tax law.
• Working knowledge of IRS e-filing procedures.
• Strong Excel and Word skills; highly computer literate.
• Enrolled Agent credential preferred or willingness to obtain.

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

Tax knowledge

IRS e-filing

Excel

Word

Training & supervision

Communication

Travel

Enrolled Agent

Education

High school diploma or equivalent

Tools

Excel

Word

IRS e-filing software

Job description

Description

Tax Processing Supervisor

Full-Time | Corporate Office | 1040 Tax Services

About Security Finance

Security Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you’re looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity.

We are searching for a Tax Processing Supervisor to lead our seasonal tax team, support our branch network, and ensure all IRS, state, and internal requirements are met. This is a high-impact role supporting our national tax program, combining leadership, training, compliance, and hands-on tax expertise.

What You’ll Do

• 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.

Schedule & Tax Season Requirements

This position follows a regular Monday–Friday schedule of 9:30 a.m. to 6:30 p.m. During the annual tax season (December through April), extended hours are required. The Tax Processing Supervisor must be available between 9:00 a.m. and 9:00 p.m. as business needs dictate, and Saturday work is required during this period.

What You Need to Succeed

• At least two tax seasons with 1040 Tax Services OR equivalent individual tax processing experience.
• Advanced knowledge of Individual Income Tax Law.
• Working knowledge of IRS electronic filing procedures.
• Strong Excel and Word skills; highly computer literate.
• Excellent verbal and written communication and customer service skills.
• Ability to train and supervise seasonal staff and lead large-scale regional training sessions.
• Willingness to meet IRS requirements for PTIN and participate as a 'responsible official.'
• Seasonal travel required for regional training.
• High school diploma or equivalent required.
• Enrolled Agent credential preferred OR willingness to obtain.

Why You’ll Love Working With Us

Security Finance offers a workplace built on stability, respect, and long-term opportunity. Many of our leaders grew their careers here, and we take pride in investing in our employees through training, development, and internal mobility.

• Long-term career growth
• Hands-on leadership
• Strong community presence
• High standards of customer care
• A supportive team environment

Benefits

• Medical, dental, vision, and life insurance
• Paid time off and paid holidays
• 401(k) with company match
• Employee assistance program
• Extensive training and professional development
• Opportunities for advancement throughout the company