Team Lead Tax Prep & Support (Seasonal)

JDA TSG; Irvine (CA); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading tax service provider in California seeks a Team Lead for Tax Prep & Support. This seasonal remote role requires leadership over a team of tax professionals, effective in conducting training and handling customer inquiries. Applicants must have relevant credentials and experience. Competitive pay at $36/hour with incentives, plus flexible shifts, making it ideal for candidates looking for growth opportunities during the tax season.

Benefits

401K with match

Flexible working hours

Comprehensive training and support

Qualifications

• 1+ years experience in a remote, supervisory role.
• 2+ years of professional experience preparing and filing tax returns.
• Strong technical skills related to tax software.

Responsibilities

• Lead and motivate remote tax support team.
• Monitor tax support channels and provide resources.
• Address customer escalations and documentation.

Skills

Remote leadership

Tax preparation

Technical skills

Education

Enrolled Agent (EA), CPA, or practicing attorney with PTIN

Tools

Microsoft 365

Professional tax software

Slack

Job description

Join to apply for the Team Lead Tax Prep & Support (Seasonal) role at JDA TSG

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Join to apply for the Team Lead Tax Prep & Support (Seasonal) role at JDA TSG

**Tax Team Lead (Seasonal)**

**Remote | Full Time | $36/hour + Incentives/Bonus Potential | 401K + Match**

Opportunity Highlights

• $36/hour + incentives
• Wide range of shifts, including weekends and evenings.
• 100% Remote work (U.S.)
• Work from late November 2025 through April 30, 2026 averaging 25 - 40 hours per week.
• Growth potential
  
  

**You must be an actively credentialed, U.S. based Enrolled Agent (EA), CPA, or practicing attorney with an active PTIN to be eligible for these positions.**

• JDA TSG's** Tax Services Group is hiring Team Leads for the upcoming tax season. If you are looking for a remote seasonal role and have prior experience supervising remote groups, we would love to speak with you about joining our team!
  
  

On a Typical Day, You Will

• Provide strong and effective leadership via video, phone, and chat, and inspire and motivate your team to achieve program goals.
• Monitor and support the JDA TSG Tax Support Slack Channel, provide accurate tax information and resources, and respond timely to all requests for assistance.
• Identify and address issues and challenges within the leadership channels, customer-facing issues, and customer escalations, ensuring resolution in a friendly and timely manner.
• Conduct call monitoring, listening for opportunities to provide support.
• Execute customer callbacks as requested.
• Carefully document all customer interactions for assistance in coaching and escalations.
  
  

What You Bring To The Role

• 1+ years experience in a remote, supervisory role, leading teams of 5 or more tax professionals.
• 2+ years of professional experience preparing and filing individual (1040) returns using professional tax preparation software in a professional/retail setting.
• Strong technical skills and ability to navigate computer systems and software including Professional tax software, Microsoft 365 (Outlook, Teams, Word, Excel), Slack, Timekeeping solutions, etc.
• A dedicated workspace with a **hard-wired Ethernet connection** and personal computer for administrative responsibilities. (No Satellite or Wi-Fi providers.)
  
  

What We Provide

• Flexibility! You can work morning through evening hours. We staff Mornings, Midday, and Evenings, 7 days per week.
• Earn $36 per hour (W2), plus benefits including 401K with a match, perks, and other incentives.
• Work from late November through the end of April 2026, averaging 25 - 40 hours a week. Additional/Overtime hours may be available.
• Comprehensive training and support from our management team, who are committed to helping you excel in this role.
• The opportunity for employment growth within JDA TSG.
• Equipment including laptop for the duration of employment. (You must have access to a personal computer as well.)
  
  

_We need folks who can work the entire season through late April, 2026. Can you commit?_

**APPLY NOW!**

**About**** JDA TSG:**

Since 2011, our mission has remained the same: to partner with clients helping to solve the toughest problems facing their businesses. We have been successful by applying a dynamic and forward-facing approach to business process improvement, outsourced managed services, leveraging technologies and talent solutions.

• JDA TSG** is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We are interested in every qualified candidate who is eligible to work in the United States.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Other

Job function

• Job function

  Information Technology

• Industries

  Outsourcing and Offshoring Consulting

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