{"id":2388172,"url":"https://alion.io/job/taxwell-xpert-supervisor","title":"Xpert Supervisor","company":{"id":2053865,"name":"Taxwell","domain":"taxwell.com","url":"https://alion.io/company/taxwell","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Industrial Engineering","role_family":"Industrial Engineering","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":75000,"max_usd":149000,"period":"year","method":"global_role_seniority_cell","sample_n":7404},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"SharePoint","optional":false}],"status":"live","first_seen_at":"2026-10-12T18:34:30Z","employer_posted_date":null,"last_verified_at":"2026-10-12T18:34:30Z","board_verified":false,"closed_at":null,"days_open":2,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":2},"description":"Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.\nTaxAct is a leading digital tax filing platform which offers customers do-it-yourself digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct is a member of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team.\n\nThis role will primarily support TaxAct as the organization helps everyday Americans file their taxes. We seek to build a team of experts in tax and technology who are customer advocates and have the mindset to reimagine the services our customers receive.\n\nPosition Summary:\nThe Supervisor, TaxAct Xpert - Seasonal will be responsible for assisting management with leading the daily operations in a fast-paced environment. You will be responsible for training and mentoring our staff who provide expert guidance and advice, review tax calculations, and clarify questions within the online software. \n\nEssential Duties & Responsibilities:\nSupervise, coach, and assist seasonal credentialed tax professionals. \nProvide weekly one-on-one progress tracking/coaching sessions with your team of agents so they are aware if they are achieving their individual goals and meeting organizational performance goals.  \nFollow Circular 230, Internal Revenue Code, and Treasury Regulations, as well as any applicable state and local rules, regulations, and requirements governing the preparation of tax returns.  \nMonitor agent schedules for adherence.  \nPerform ongoing monitoring for quality assurance and suggest adjustments to queues/staffing to ensure service levels are met.   \nReconcile payroll data to production data each payroll period. Investigate differences to ensure agents are paid accurately for their time assisting customers.  \nMonitor agents in queue to ensure they are handling customer callbacks appropriately and not exhibiting call avoidance or other unacceptable behaviors.  \nWork with management to ensure proper messaging around performance expectations is conveyed.  \nMake suggestions to management on business process improvements based on call/chat monitoring results. Communicate trending issues to management.  \nFacilitate process and new hire training to all tax experts ensuring they are set up for success.  \nAssist tax experts when needing technical and operational support including product and tax-related questions.  \nPerform quality assurance (QA) of tax experts and Lead interactions.  \nBased on customer interactions, propose needed responses for the knowledge database and send them to the appropriate individual for creation.  \nInterview candidates for seasonal expert roles, both credentialed and non-credentialed, using provided guidelines.  \nProvide tax advice and friendly support to all external customers in compliance with established processes and metrics.   \nServe as a point of escalation for customer requests and concerns as needed.  \nAs needed support the TaxAct products through phone, email, chat and social media, providing a positive and delightful experience with all customer contacts.  \nTroubleshoot and research customer issues and, when appropriate, clearly communicate them to the appropriate manager for quick resolution.  \nResearch complex tax-related program issues or questions as needed.  \nResponsible for support operations and processes for the TaxAct Xpert Assist program.  \nInspire team and peers with positivity and leadership.  \nAdditional job duties as needed. \n\nEducation & Experience:\nPrevious experience as a tax expert in a call center environment Five (5) or more years of experience preparing federal individual income tax returns.  \n\nMust have a valid PTIN and one of the following active credentials: Enrolled Agent (EA), Certified Public Accountant (CPA) or practicing tax attorney.    \n\n2 – 3 years of call center supervisory experience or equivalent experience. \nMust have experience with online tax software.  \nA minimum of 2 years of Microsoft Suite experience including Teams and SharePoint.  \nProven experience conducting tax research leveraging trustworthy sources.  \nExcellent written and verbal communication skills.  \nAttention to detail.  \nAbility to multitask.  \nStrong problem-solving skills.  \nExcellent time management skills.  \nResilient, strong team player who helps maintain a positive work environment.  \nMust have (or be willing to obtain) a private, dedicated hardwired internet connection.   \n\nAt Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.\nTaxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.\nIf you need assistance or accommodation due to a disability, you may contact us at or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.\nOriginally posted on Himalayas","description_format":"text","description_chars":6123,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Machine Learning","Accounting & Tax Software"],"lifecycle":[{"event":"open","at":"2026-10-12T20:31:45Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":29,"reasons":["seen:2","win:early"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/taxwell-xpert-supervisor","json_url":"https://alion.io/job/taxwell-xpert-supervisor.json","meta":{"generated_at":"2026-10-15T11:06:38Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17054,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2053865},"rest":"https://alion.io/mcp/rest/get_company?id=2053865"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftaxwell-xpert-supervisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftaxwell-xpert-supervisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftaxwell-xpert-supervisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/taxwell-xpert-supervisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftaxwell-xpert-supervisor"}]}