Tax Processing 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

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.

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.'
• 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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.