Lead Virtual Tax Professional - Seasonal

Overview

This role involves leading a remote team of Virtual Tax Professionals focused on supporting test and learn initiatives within an Innovations team. The Seasonal Lead Virtual Tax Professional will ensure accurate tax outcomes, consistent client experiences, and strong team performance through virtual leadership, technical expertise, and ongoing coaching. This position combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment.

Responsibilities

• Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
• Deliver training on tax policies, virtual platforms, and workflow systems
• Create, manage, and adjust team schedules to support coverage and performance goals
• Monitor attendance, productivity, and compliance with virtual work expectations
• Review performance metrics and provide timely coaching and feedback
• Foster a collaborative and inclusive virtual work environment
• Provide technical tax support and guidance on complex tax scenarios
• Ensure adherence to Internal Revenue Service requirements and company compliance standards
• Support client escalations and virtual service delivery as needed

Requirements

• High school diploma or equivalent
• Ability to lead, motivate, and coach remote teams effectively
• Excellent verbal, written, and interpersonal communication skills
• Experience serving clients in a virtual or remote environment
• Flexibility to work extended or varied hours during the seasonal period
• Internet speed of at least 15 Mbps
• Supervisory or people leadership experience
• Minimum of 3 years of experience in tax preparation and/or tax research

Preferred Qualifications

• Bachelor’s degree in a related field or equivalent through a combination of education and related work experience
• Circular 230 credential (attorney, EA, or CPA)
• Experience leading remote teams

Compensation & Benefits

• Pay range: $25.10 - $37.64 per hour (local minimum wage laws apply)
• Individual pay decisions based on experience, education, skill, performance, and geographic location
• Potential eligibility for incentive compensation or short-term incentive plans
• Medical and prescription drug coverage options for employees and eligible dependents
• Retirement Savings Plan (401(k))
• Employee Assistance Program
• Virtual fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Preparation benefit

Location

This is a fully virtual position requiring remote work capabilities.