Xpert Team Lead, Tax Support

Taxwell

United States

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Taxwell seeks a Supervisor, TaxAct Xpert - Seasonal to lead daily operations in a fast-paced environment. You will train and mentor a team of seasonal tax professionals, review tax calculations, and answer questions within the online software.

The role requires extensive tax knowledge, strong leadership, and experience with online tax software, plus relevant PTIN credentials. This position supports TaxAct products and customer service excellence.

Qualifications

Must have PTIN and one of the following active credentials: EA, CPA or tax attorney.
5+ years of experience preparing federal individual income tax returns.
2–3 years of call center supervisory experience or equivalent.
Experience with online tax software and Microsoft Office Suite including Teams and SharePoint.

Responsibilities

Supervise, coach, and assist seasonal credentialed tax professionals.
Provide weekly progress coaching sessions to ensure performance goals are met.
Ensure compliance with Circular 230, the Internal Revenue Code, and Treasury Regulations.
Monitor agent schedules and ensure service levels are met.
Assist tax experts with technical and operational support and tax-related questions.
Mentor staff and help build knowledge base from customer interactions.