Tax Team Supervisor

Company: Security Finance
Location: Spartanburg
Posted on: January 11, 2021

Job Description:

Are you knowledgeable in personal income tax preparation and enjoy sharing that knowledge with others?You can be the leader overseeing our seasonal tax force. Freshening up on new tax laws and passing your knowledge down to your team in one of the most important seasons of the year!If this year round position sounds like an interesting role to you, Come Begin Your Story as Tax Team Supervisor at our company!You'll know you're successful when you:* Supervise staff and assign tasks efficiently* Ensure required compliance is met in the processing of IRS, State, Bank, & internal forms* Provide support to our network of branches in filing customer tax returns* Assist in preparation of training modules and materials for on-line and on-site training* Process amendments and review IRS and/or State letters received by tax customersYou could be a great addition if you have:* A minimum 2 years of individual tax preparing experience* Excellent verbal and written customer service and communication skills* Strong Excel and Word skills* The ability to train branch personnel and seasonal tax staff.* The ability to lead and motivate a seasonal tax support team * IRS requirements to obtain and maintain a PTIN and participate in e-ServicesKeep in mind that we provide:* An EXCELLENT benefits bundle that includes company-paid medical insurance (free to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. * Growth Potential - We believe in fostering our employees' talents and providing a pathway for their individual career story.* TOP-of-the-line training - We are committed to helping you build a solid foundation and do your job to the best of your abilities.* Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.Come Begin Your Story! Apply Today!Responsibilities --- Supervises seasonal staff; participates in interviewing candidates, assigns seasonal staff to state/territories; allocates work hours for most efficient phone support coverage; monitors phone volume and workload; ensures phone logs are maintained accurately; monitors discussions with branches to ensure that accurate information is communicated--- Coordinates processing of IRS, State, Bank, and internal forms to ensure required compliance is met; includes providing record keeping methods to ensure all forms received are processed, filing forms timely and orderly, performing random reviews of failed forms to ensure processing is in accordance to guidelines, advising branches, Supervisors, and State Leaders of compliance status--- Provides telephone tax support to branch employees, Supervisors, and State Leaders--- Provides Customer Relations support as needed to tax customers of branches--- Prepares tax training modules and materials for use in on-line tutorials, exams, reference manual, practice returns, and on-site trainings for branches that process tax returns and seasonal staff brought onboard for the regular tax season--- Maintains and ensures reporting of employees' status for all offices in supervision area related to branch preparers and tax sales employees--- Process' amendments and reviews IRS and/or State letters received by tax customers--- Reports Continuing Education hours to the IRS for employees that complete various courses of trainings--- Conducts training meetings; in person or via taped /or live webinar settings--- Prompt and regular attendance is requiredQualifications Job Requirements--- At least two tax filing seasons with 1040 Tax Services OR equivalent tax processing experience--- Advanced knowledge of Individual Income Tax Law--- Working knowledge of IRS Electronic Filing procedures--- Accounting experience preferred--- Excellent verbal and written customer service and communication skills--- Computer literate with strong Excel and Word skills--- Seasonal travel required for regional site trainings--- Able to train and directly supervise seasonal staff--- Able to train large in a regional training setting Meet IRS requirements to obtain and maintain a PTIN and participate in e-Services as a "responsible official" as defined by the IRSPhysical RequirementsThis is an office position that consistently operates a computer and other office productivity machinery, such as a calculator, copy machine, scanner, fax machine, and computer printer. Requires the ability to communicate clearly verbally and in writing.Ability to work long hours from December 1 - mid/late April including Saturdays.Education RequirementsHigh school diploma or equivalentEnrolled Agent with the IRS OR Advanced Individual Tax Preparation experience with willingness to obtain the Enrolled Agent status

Keywords: Security Finance, Spartanburg , Tax Team Supervisor, Accounting, Auditing , Spartanburg, South Carolina