Seasonal, Lead Virtual Fulfillment Tax Professional

Overview

Seasonal Lead Virtual Tax Professional role that leads a remote team of Virtual Tax Professionals focused on resolving complex tax matters. This position combines people leadership with hands-on tax guidance and quality oversight in a fully virtual environment, with an emphasis on accurate tax outcomes, consistent client experiences, and strong team performance.

Responsibilities

• Recruit, interview, and hire seasonal Virtual Tax Professionals to meet business needs
• Deliver training on tax policies, transcript analysis, 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
• Guide associates in interpreting IRS transcripts and identifying resolution opportunities
• Ensure adherence to Internal Revenue Service requirements and company compliance standards
• Support client escalations and virtual service delivery as needed

Qualifications

Required

• 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
• 3 years of experience in tax preparation and/or tax research

Preferred

• Bachelor’s degree in a related field or the 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/Hr.
• Local minimum wage laws apply.
• Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
• Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Location

This is a fully virtual role.