Xpert Supervisor

Taxwell; United States; Remote; USD 42,000 - 62,000; Full time

Job summary

Taxwell is seeking a Supervisor for the TaxAct Xpert – Seasonal role to lead daily operations in a fast-paced environment. You will train and mentor credentialed tax professionals and review tax calculations in the online software.

Responsibilities include coaching teams, monitoring performance, and ensuring regulatory compliance. The role requires extensive tax experience, PTIN, and appropriate credentials, with a focus on positive customer outcomes.

Qualifications

• Five or more years of tax preparation experience.
• Must have a valid PTIN and one credential: EA, CPA or tax attorney.
• 2–3 years of call center supervisory experience.
• Experience with online tax software.
• 2+ years of MS Office experience including Teams and SharePoint.
• Excellent written and verbal communication skills.

Responsibilities

• Supervise, coach, and assist seasonal credentialed tax professionals.
• Provide weekly progress coaching to ensure goal attainment.
• Follow Circular 230 and IRS regulations in tax preparation.
• Monitor agent schedules for adherence and performance.
• Perform QA of tax experts and lead interactions.

Skills

Leadership

Coaching

Tax knowledge

Call center

QA monitoring

Education

PTIN + EA/CPA/attorney

Tools

Microsoft Teams

SharePoint

Job description

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

TaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.

This role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.

Position Summary:

The Supervisor, TaxAct Xpert - Seasonal will be responsible for assisting management with leading the daily operations in a fast-paced environment.You will be responsible for training and mentoring our staff who provide expert guidance and advice, review tax calculations, and clarify questions within the online software.

Essential Duties & Responsibilities:

• Supervise, coach, and assist seasonal credentialed tax professionals.

• Provide weekly one-on-one progress tracking/coaching sessions with your team of agents so they are aware if they are achieving their individual goals and meeting organizational performance goals.

• Follow Circular 230, Internal Revenue Code, and Treasury Regulations, as well as any applicable state and local rules, regulations, and requirements governing the preparation of tax returns.

• Monitor agent schedules for adherence.

• Perform ongoing monitoring for quality assurance and suggest adjustments to queues/staffing to ensure service levels are met.

• Reconcile payroll data to production data each payroll period.Investigate differences to ensure agents are paid accurately for their time assisting customers.

• Monitor agents in queue to ensure they are handling customer callbacks appropriately and not exhibiting call avoidance or other unacceptable behaviors.

• Work with management to ensure proper messaging around performance expectations is conveyed.

• Make suggestions to management on business process improvements based on call/chat monitoring results. Communicate trending issues to management.

• Facilitate process and new hire training to all tax experts ensuring they are set up for success.

• Assist tax experts when needing technical and operational support including product and tax-related questions.

• Perform quality assurance (QA) of tax experts and Lead interactions.

• Based on customer interactions, propose needed responses for the knowledge database and send them to the appropriate individual for creation.

• Interview candidates for seasonal expert roles, both credentialed and non-credentialed, using provided guidelines.

• Provide tax advice and friendly support to all external customers in compliance with established processes and metrics.

• Serve as a point of escalation for customer requests and concerns as needed.

• As needed support the TaxAct products through phone, email, chat and social media, providing a positive and delightful experience with all customer contacts.

• Troubleshoot and research customer issues and, when appropriate, clearly communicate them to the appropriate manager for quick resolution.

• Research complex tax-related program issues or questions as needed.

• Responsible for support operations and processes for the TaxAct Xpert Assist program.

• Inspire team and peers with positivity and leadership.

• Additional job duties as needed.

Education & Experience:

• Previous experienceas a tax expert in a call center environment Five (5) or more years of experience preparing federal individual income tax returns.

• Must have a valid PTIN and one of the following active credentials:Enrolled Agent (EA), Certified Public Accountant (CPA) or practicing tax attorney.

• 2 – 3 years of call center supervisory experience or equivalent experience.

• Must have experience with online tax software.

• A minimum of 2 years of Microsoft Suite experience including Teams and SharePoint.

• Proven experience conducting tax research leveraging trustworthy sources.

• Excellent written and verbal communication skills.

• Attention to detail.

• Ability to multitask.

• Strong problem-solving skills.

• Excellent time management skills.

• Resilient, strong team player who helps maintain a positive work environment.

• Must have (or be willing to obtain) a private, dedicated hardwired internet connection.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [e-mail] or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.