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Call Center Supervisor (Tax Specialist)

Education At Work (E@W) enables students from traditionally underserved communities to secure a high-quality post-graduation job through evidence informed work-based learning programs. E@W aims to equip students with the high-value skills and experiences sought in the professional world by offering meaningful work opportunities.If you love the pursuit of excellence and are inspired by empowering a student-centered culture to fulfill the E@W mission, we invite you to learn more. We offer unique opportunities to work on rewarding projects in an environment that appreciates diversity, focuses on talent development, and recognizes and rewards exceptional work.This seasonal position begins in December 2024 and ends in April 2025. If you are interested in a seasonal tax position, have at least 2 years of professional tax preparation experience, love the pursuit of excellence, and are inspired by empowering a student-centered culture to fulfill the E@W mission, we invite you to learn more.Job SummaryThe Team Lead manages a dynamic team of Tax Specialists, coaches specialists to perform at the highest levels, monitors and takes action on real-time adherence for their team, and handles customer escalations. This role is pivotal in monitoring quality assurance, training, and managing schedules and attendance while fostering motivation and maintaining company culture.Responsibilities• Lead and manage a team of 20-25 student Tax Specialists supporting Turbo Tax Live.• Advocate for customers by identifying their needs and guiding them to appropriate resources.• Monitor, coach, and provide feedback to meet performance metrics, including quality, productivity, attendance, compliance, and disciplinary issues.• Administer daily schedules and attendance for the agent team.• Resolve moderately complex problems exercising good judgment.• Conduct staff meetings and coaching sessions to ensure effective communication.• Exhibit exceptional time management, organization, and prioritization skills.• Research, analyze, and determine an appropriate course of action in various situations.• Able to research IRS and state publications, regulations, and GAAP publications.• Flexibility to work both AM and PM shifts, including some holidays.• Excellent numerical, abstract, and verbal reasoning skills.• Perform other duties as directed by management.Basic Qualifications• 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 is a plus.• College degree is a plus, but not required.• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.• Must possess an active Preparer Tax Identification Number (PTIN).• Extensive knowledge of tax laws.• In-depth understanding of tax concepts and processes.• Experience using major tax preparation software; experience with electronic filing.• Experience providing support in a technical PC environment is a plus.• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.• Must reside in the United States.Compensation$45,000 - $55,000 a yearExemptAFFIRMATIVE ACTION PLAN / EQUAL EMPLOYER OPPORTUNITY (AAP/EEO) STATEMENT:Education at Work (E@W) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, E@W complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. EAW expressly prohibits workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of E@W’s employees to perform their job duties may result in discipline up to and including termination of employment.THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA) PROHIBITS DISCRIMINATION IN COMPENSATION AND EMPLOYMENT OPPORTUNITIES AGAINST QUALIFIED INDIVIDUALS WITH DISABILITIES. TO DETERMINE WHETHER AN INDIVIDUAL IS QUALIFIED, THE ESSENTIAL FUNCTIONS OF EACH JOB MUST BE IDENTIFIED. ESSENTIAL FUNCTIONS ARE THOSE THAT ARE INTRINSIC TO THE POSITION, AND THAT THE INDIVIDUAL(S) WHO HOLDS THE JOBS MUST BE ABLE TO PERFORM WITH OR WITHOUT REASONABLE ACCOMMODATION.#J-18808-Ljbffr

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What You Should Know About Call Center Supervisor (Tax Specialist), Education at Work

Join Education At Work (E@W) as a Call Center Supervisor (Tax Specialist) in Northbridge, MA, and embark on a rewarding seasonal journey from December 2024 through April 2025. This role is perfect for those who are passionate about mentoring and developing a team of Tax Specialists while ensuring our students receive top-notch support. At E@W, we believe in empowering individuals from underserved communities through work-based learning, and as a supervisor, you'll be at the forefront of this mission. Your responsibilities will include managing a team of 20-25 students as they assist customers using Turbo Tax Live, coaching them to meet performance metrics, and addressing customer escalations. Your leadership and organizational skills will be essential in maintaining motivation and a positive company culture. We’re looking for someone with at least 3 years of experience in tax preparation and 2 years in a leadership role. If you have an Enrolled Agent (EA) or CPA credential, it’s a plus, and while a college degree is desirable, it’s not mandatory. What’s vital is your extensive knowledge of tax laws and your ability to guide your team through complex situations. At E@W, we appreciate diversity and place a strong focus on talent development and recognition. If this sounds like the right fit for you, we can’t wait to welcome you to our team!

Frequently Asked Questions (FAQs) for Call Center Supervisor (Tax Specialist) Role at Education at Work
What are the main responsibilities of a Call Center Supervisor (Tax Specialist) at Education At Work?

As a Call Center Supervisor (Tax Specialist) at Education At Work, your main responsibilities will include managing a team of 20-25 student Tax Specialists, monitoring and coaching their performance, handling customer escalations, and ensuring adherence to quality and productivity metrics. You'll conduct staff meetings, administer shifts, and maintain a motivating company culture while guiding your team through complex tax inquiries.

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What qualifications do I need to be a Call Center Supervisor (Tax Specialist) at Education At Work?

To qualify for the Call Center Supervisor (Tax Specialist) role at Education At Work, you'll need at least 3 years of experience in preparing federal and state individual 1040 tax returns and 2 years in a leadership position. Credentials like EA (Enrolled Agent) or CPA (Certified Public Accountant) are advantageous, along with a deep understanding of tax laws and processes.

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Can you describe the work environment for a Call Center Supervisor (Tax Specialist) at Education At Work?

The work environment for a Call Center Supervisor (Tax Specialist) at Education At Work is dynamic and supportive, focusing on diversity and talent development. This role allows for personal and professional growth while making a positive impact on the lives of students. The team is dedicated to providing quality tax support and creating an uplifting workplace culture.

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What kind of support can I expect as a Call Center Supervisor (Tax Specialist) at Education At Work?

As a Call Center Supervisor (Tax Specialist) at Education At Work, you can expect robust support from the management team. This includes access to training resources for yourself and your team, ongoing professional development opportunities, and a culture that prioritizes collaboration and open communication. Your success is key to the mission at E@W.

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Is the Call Center Supervisor (Tax Specialist) position seasonal at Education At Work?

Yes, the Call Center Supervisor (Tax Specialist) position at Education At Work is seasonal, beginning in December 2024 and concluding in April 2025. This is a unique opportunity to gain valuable experience while contributing to the empowering mission of the organization.

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Common Interview Questions for Call Center Supervisor (Tax Specialist)
How do you prioritize tasks as a Call Center Supervisor (Tax Specialist)?

To prioritize tasks effectively as a Call Center Supervisor (Tax Specialist), I focus on assessing the urgency and importance of each task at hand. I usually list down daily objectives and set measurable goals for my team, ensuring that high-impact activities, like addressing customer escalations, are handled first.

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Can you describe your leadership style as it relates to tax support?

My leadership style is primarily collaborative. I believe in empowering my team with the resources and guidance they need to excel in tax support while encouraging open communication, which is critical in resolving tax-related inquiries efficiently. I aim to create an environment where feedback is welcomed and innovation thrives.

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How do you handle customer escalations in a tax support environment?

When handling customer escalations in a tax support environment, I approach the situation with empathy and professionalism. I assess the issue, communicate transparently with the customer, and work with my team to find a resolution promptly. I also make sure to follow up post-resolution to ensure customer satisfaction.

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What experience do you have with tax preparation software?

I have extensive experience with various tax preparation software, including Turbo Tax, which is directly relevant to the Call Center Supervisor role at Education At Work. Familiarity with these tools allows me to guide my team effectively in using them for efficient tax preparation and electronic filing.

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How do you ensure your team is meeting performance metrics?

To ensure my team meets performance metrics, I regularly monitor their progress through metrics, provide ongoing coaching, and hold brief check-in meetings. I also encourage open feedback channels, where team members can voice any challenges they face, allowing us to collaboratively identify solutions and improve performance.

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What strategies do you use to coach your team members effectively?

Effective coaching strategies include setting clear expectations, offering constructive feedback, and recognizing achievements. I utilize role-playing scenarios and regular training sessions to simulate real-world situations, enabling team members to practice and refine their skills in a supportive environment.

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How do you stay updated with the latest tax laws and regulations?

Staying updated with the latest tax laws and regulations is crucial in this field. I subscribe to relevant tax publications, attend webinars and professional development courses, and maintain an active network of tax professionals to share insights and updates. This ensures that both I and my team are well-equipped to provide accurate guidance.

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What motivates you as a Call Center Supervisor (Tax Specialist)?

My motivation as a Call Center Supervisor (Tax Specialist) stems from seeing my team grow and succeed while helping customers navigate complex tax issues. I take pride in fostering their professional development and contributing to the educational mission of Education At Work, knowing that we are empowering future leaders.

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Describe a time you resolved a complex tax issue.

In a previous role, I encountered a situation where a customer was confused about their deductions. I methodically reviewed their documentation, researched relevant tax laws, and provided tailored guidance to clarify their options. This not only resolved the individual’s concern but also positioned my team as a trusted source of support.

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How do you maintain a positive team culture in a call center environment?

Maintaining a positive team culture in a call center environment involves fostering open communication, recognizing accomplishments, and creating an inclusive atmosphere. I ensure that my team engages in team-building activities and celebrates milestones, which enhances morale and collaboration among team members.

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Education at Work is a nonprofit contact center provider helping college students graduate with less debt by partnering with clients to address customer service needs through a millennial workforce.

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Full-time, on-site
DATE POSTED
December 17, 2024

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