Create and maintain quality standards, workflows, and review metrics that balance accuracy with efficiency
Hire, lead, train, and support a seasonal team of tax return reviewers, ensuring consistent application of standards
Provide targeted feedback to managers to support expert coaching and performance management
Implement processes for clear, actionable feedback on errors or omissions in tax returns
Set tax preparation standards and make final determinations on complex tax positions
Monitor and manage SLAs for return review turnaround times
Oversee workforce planning and capacity management for the review pipeline
Share review findings and trends with service delivery and product teams to improve training, resources, and processes
Ensure compliance with IRS and state requirements for practice management, including e-file, signature, due diligence, and document collection/retention
Requirements
Active CPA or EA credential with valid PTIN
5+ years of tax preparation and review experience, including complex individual and business returns
3+ years managing teams of tax professionals in a high-volume practice, ideally in a remote environment with review responsibilities
Strong knowledge of federal and state tax compliance rules
Proven ability to lead high-performing teams and foster a supportive, collaborative culture
Demonstrated experience creating and implementing scalable processes, workflows, and quality standards
Hands-on experience conducting and overseeing tax return quality reviews to ensure accuracy, efficiency, and compliance
Willing to work outside of standard business hours, including evenings and weekends during peak season (January–April)
Passion for improving the experience for both customers and tax experts through service and product innovation
Self-starter mindset—comfortable with change, learning by doing, and helping shape the future of the tax industry