
1 - 10 employees
Founded 2003
⚖️ Legal
💸 Finance
💼 Consulting
Legal • Finance • Consulting
TAXWELL is a legal services firm specializing in international and national tax advice, litigation, mergers and acquisitions (M&A), and board room counseling. With over 20 years of experience, the firm consists of tax and corporate lawyers who are well-versed in Supreme Court litigation and have backgrounds in the Big Four accounting firms. TAXWELL is known for its niche focus and quality segment, boasting close cooperation with renowned arbitrators and foreign counsel while maintaining steady autonomous growth.
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1 - 10 employees
Founded 2003
⚖️ Legal
💸 Finance
💼 Consulting
Legal • Finance • Consulting
TAXWELL is a legal services firm specializing in international and national tax advice, litigation, mergers and acquisitions (M&A), and board room counseling. With over 20 years of experience, the firm consists of tax and corporate lawyers who are well-versed in Supreme Court litigation and have backgrounds in the Big Four accounting firms. TAXWELL is known for its niche focus and quality segment, boasting close cooperation with renowned arbitrators and foreign counsel while maintaining steady autonomous growth.
• Lead, coach, and develop a distributed team of remote tax professionals, supervisors, and team leads • Set performance expectations and foster accountability, collaboration, customer focus, and continuous improvement • Develop supervisors and team leads through coaching, feedback, and support • Manage day-to-day Full-Service Tax operations and ensure timely, accurate, compliant preparation, review, and filing of federal and state tax returns • Drive operational, quality, productivity, compliance, and customer support performance • Ensure adherence to workflows, company policies, tax preparation standards, and e-file requirements • Provide guidance on complex federal and multi-state individual income tax matters and escalations • Ensure compliance with IRS Circular 230, Internal Revenue Code requirements, federal and state tax law, e-file requirements, and company policies • Identify and implement process improvements for efficiency, consistency, tax quality, and scalability • Partner with Product, Training, Quality, and cross-functional teams to improve workflows, tools, procedures, training, and customer experience • Support implementation of federal and state tax law changes and communicate operational impact • Monitor customer feedback, escalations, quality, and operational trends; address performance gaps • Support seasonal workforce planning, staffing readiness, skill coverage, and operational readiness
• Active, unrestricted CPA or Enrolled Agent (EA) credential • 5+ years of individual (1040) federal and state tax preparation and review experience • 2+ years of experience leading, managing, or mentoring tax professionals • Experience with Full-Service or assisted tax preparation models • Experience developing supervisors, team leads, or tax professionals in a high-volume environment • Strong knowledge of federal and multi-state individual income tax law, IRS regulations, Circular 230, and e-file processes • Advanced tax research, analytical, and problem-solving skills • Proven ability to coach teams, improve processes, manage performance, and lead through change • Strong written and verbal communication and stakeholder management skills • Ability to manage multiple priorities in a fast-paced, deadline-driven environment • Experience partnering with Product, Training, Quality, Customer Experience and Customer Support teams • Experience in a high-volume remote or call center environment • Experience leading remote and/or seasonal tax teams preferred • Experience with small business tax matters, including Schedule C and pass-through entities, is a plus
• Full-time employment • Supportive, open, and inclusive atmosphere • Equal employment opportunity • Disability accommodation support
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