You hold an active, unrestricted credential (EA, CPA, or Practicing Attorney).
You have an active Preparer Tax Identification Number (PTIN).
You independently establish clear priorities during shifting operational demands, collaborating across teams to build a reliable team structure that establishes trust and long-term operational credibility.
You efficiently operate within custom software, follow structured workflows, and manage tasks across multiple remote platforms.
You bring leadership experience managing teams of 30+ in a high-volume, continuous customer experience setting.
You deliver clear written and verbal communication, converting data into practical, specific, and actionable guidance for your team.
You foster meaningful team collaboration and hold your team accountable to service standards that prioritize empathetic, customer-centric support over routine transactional processing.
You manage a structured daily routine while efficiently adjusting tasks and focus when real-time operational priorities change.
You have a designated distraction-free, remote work environment, personal device for administrative tasks, and a reliable hard-wired internet connection.
