TAXWELL

Full Service Supervisor

TAXWELL
Posted 10/20/2026full-timeRemote • United StatesMid-LevelSeniorWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax preparation and compliance, with a strong focus on leadership, team development, and operational support within the tax industry. Proficient in utilizing tax software and Microsoft Suite to enhance productivity and ensure quality service delivery.

Highest-signal resume keywords
Tax Preparation ExperienceLeadership ExperienceValid PTINEnrolled Agent (EA) or CPA CertificationOnline Tax Software Proficiency

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax PreparationFederal Individual Income Tax ReturnsBusiness Returns (Forms 1065 and 1120-S)Tax ResearchQuality AssurancePayroll ReconciliationProcess ImprovementCustomer SupportE-FilingTechnical Support
Soft Skills
Excellent Communication SkillsAttention to DetailMultitasking AbilityProblem-Solving SkillsTime Management SkillsTeam PlayerPositivity and Leadership
Tools & Technologies
TaxAct ProductsMicrosoft TeamsMicrosoft SharePointOnline Tax Software
Certifications & Qualifications
Valid PTINEnrolled Agent (EA)Certified Public Accountant (CPA)
Industry Keywords
Circular 230Internal Revenue CodeTreasury RegulationsTax Preparation IndustryCall Center Environment