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Tax Team Lead Manager

2 months ago

Glasgow, Glasgow City, United Kingdom Education at Work Full time
Education at Work Tax Team Lead Manager Opportunity

We are seeking a highly skilled and experienced Tax Team Lead Manager to join our team at Education at Work. As a Tax Team Lead Manager, you will play a pivotal role in leading a dynamic team of Tax Specialists, coaching them to perform at the highest levels, and ensuring the delivery of exceptional customer experiences.

About the Role

The Tax Team Lead Manager is responsible for managing a team of 20-25 student Tax Specialists supporting Turbo Tax Live. This role involves advocating for customers by identifying their needs and guiding them to appropriate resources. The successful candidate will also be responsible for monitoring, coaching, and providing feedback to meet performance metrics, including quality, productivity, attendance, compliance, and disciplinary issues.

  • Lead and manage a team of Tax Specialists, ensuring they have the necessary skills and knowledge to deliver exceptional results.
  • Advocate for customers, identifying their needs and providing guidance on available resources.
  • Monitor and coach team members to ensure they meet performance metrics, including quality, productivity, attendance, compliance, and disciplinary issues.
Requirements

To be successful in this role, you will need:

  • 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers using commercial tax preparation software.
  • 2+ years of leadership experience.
  • Active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
  • In-depth knowledge of tax laws and concepts.
  • Experience using major tax preparation software; experience with electronic filing.
  • Excellent communication, coaching, and problem-solving skills.
What We Offer

We offer a competitive salary of $45,000 - $55,000 per year, as well as opportunities for professional growth and development. If you are a motivated and experienced Tax Team Lead Manager looking for a new challenge, we encourage you to apply.