Full Service Supervisor

Job not on LinkedIn

🔥 15 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Logo of TAXWELL

TAXWELL

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.

📋 Description

• Assist management with leading daily operations in a fast-paced environment • Supervise, coach, and assist seasonal credentialed tax professionals • Conduct weekly one-on-one progress tracking and coaching sessions • Ensure compliance with Circular 230, the Internal Revenue Code, Treasury Regulations, and applicable state and local requirements • Monitor agent schedules, queues, service levels, call handling, and quality assurance • Reconcile payroll data with production data and investigate discrepancies • Communicate performance expectations, trending issues, and process improvement recommendations to management • Facilitate process and new-hire training for tax experts • Provide technical and operational support on TaxAct products, tax questions, client interviews, return preparation, signing, and e-filing • Perform quality assurance of tax expert and Lead interactions • Propose knowledge-base responses based on customer interactions • Interview candidates for seasonal expert roles • Provide tax advice and customer support through phone, email, chat, and social media • Serve as an escalation point for customer requests and concerns • Troubleshoot and research customer and complex tax-related program issues • Support operations and processes for the TaxAct Full Service Xpert program • Inspire team members and peers through positivity and leadership • Perform additional duties as needed

🎯 Requirements

• Previous leadership experience within the tax preparation industry, preferably with previous experience as a tax expert in a call center environment • Five (5) or more years of tax preparation experience, including preparing federal individual income tax returns and business returns (Forms 1065 and 1120-S) • Valid PTIN • One active credential: Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing tax attorney • Experience with online tax software • Minimum of 2 years of Microsoft Suite experience, including Teams and SharePoint • Experience conducting tax research using trustworthy sources • Excellent written and verbal communication skills • Attention to detail • Ability to multitask • Strong problem-solving skills • Excellent time management skills • Resilient, strong team player who helps maintain a positive work environment • Must have or be willing to obtain a private, dedicated hardwired internet connection

🏖️ Benefits

• Supportive, open, and inclusive atmosphere • Equal opportunity employment • Reasonable accommodations for individuals with disabilities • Seasonal employment opportunity

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