Seasonal, Lead Virtual Tax Professional

Overview

This Seasonal Lead Virtual Tax Professional role leads a remote team of Virtual Tax Professionals responsible for delivering high-quality Second Look reviews and resolving complex tax matters. The position blends virtual people leadership with hands-on tax guidance and quality oversight to support 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, Second Look review methodology, 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

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

Preferred Qualifications

• 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
• Experience with Artificial Intelligence or other digital productivity tools
• Prior Team Lead experience

Compensation & Benefits

• Pay range: $25.10 - $37.64/Hr
• Local minimum wage laws apply.
• Individual pay decisions may 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 eligible dependents in medical and prescription drug coverage, participate in the Retirement Savings Plan (401(k)), use the Employee Assistance Program, join (virtual) fitness center programs, and use the associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associates receive Associate Tax Prep benefit.

Location

Remote (virtual).