CPA or EA Tax Expert Lead

Job Summary

A company is looking for a Tax Expert Lead - Temporary to provide expert tax guidance and operational support during tax season.

Key Responsibilities

• Support up to 25 Tax Experts by answering complex U.S. individual tax (1040) questions
• Provide guidance on process adherence, quality, and operational best practices
• Research complex tax issues and share clear, actionable guidance

Required Qualifications

• Active EA or CPA credential and a valid PTIN
• 5 years of paid individual tax preparation experience, including at least 30 returns prepared in each of the last two tax seasons
• Prior leadership, training, or mentorship experience in a tax preparation environment
• Expert knowledge of U.S. tax law, including complex returns
• Strong proficiency with professional tax software and comfort troubleshooting technical issues