What are the responsibilities and job description for the Tax Processing Supervisor position at Security Finance?
Tax Processing Supervisor
Full-Time | Corporate Office | 1040 Tax Services
About Security Finance
Security Finance is a long-standing, stable leader in the consumer finance industry, serving customers across the United States for more than 60 years. We are committed to delivering exceptional service, investing in our communities, and helping our customers build stronger financial futures. If you’re looking for a career with a company known for stability, growth, and promoting from within, this could be the perfect opportunity.
We are searching for a Tax Processing Supervisor to lead our seasonal tax team, support our branch network, and ensure all IRS, state, and internal requirements are met. This is a high-impact role supporting our national tax program, combining leadership, training, compliance, and hands-on tax expertise.
What You’ll Do
• Supervise seasonal tax staff, including interviewing, assigning territories, managing schedules, and monitoring call volume.
• Oversee accuracy and compliance in processing IRS, State, Bank, and internal tax forms.
• Provide real-time telephone support to branch employees, Supervisors, and State Leaders.
• Deliver customer relations support to tax customers as needed.
• Develop and administer tax training modules, tutorials, exams, practice returns, and reference materials.
• Conduct live and webinar-based trainings across multiple regions.
• Maintain and report employee status for preparers and tax sales employees.
• Review amendments and IRS/State letters submitted by customers.
• Report Continuing Education hours to the IRS.
• Ensure accurate phone logs and quality conversations with branch personnel.
• Maintain consistent, reliable attendance—especially during the high-volume tax season.
Schedule & Tax Season Requirements
This position follows a regular Monday–Friday schedule of 9:30 a.m. to 6:30 p.m. During the annual tax season (December through April), extended hours are required. The Tax Processing Supervisor must be available between 9:00 a.m. and 9:00 p.m. as business needs dictate, and Saturday work is required during this period.
What You Need to Succeed
• At least two tax seasons with 1040 Tax Services OR equivalent individual tax processing experience.
• Advanced knowledge of Individual Income Tax Law.
• Working knowledge of IRS electronic filing procedures.
• Strong Excel and Word skills; highly computer literate.
• Excellent verbal and written communication and customer service skills.
• Ability to train and supervise seasonal staff and lead large-scale regional training sessions.
• Willingness to meet IRS requirements for PTIN and participate as a 'responsible official.'
• Seasonal travel required for regional training.
• High school diploma or equivalent required.
• Enrolled Agent credential preferred OR willingness to obtain.
Why You’ll Love Working With Us
Security Finance offers a workplace built on stability, respect, and long-term opportunity. Many of our leaders grew their careers here, and we take pride in investing in our employees through training, development, and internal mobility.
• Long-term career growth
• Hands-on leadership
• Strong community presence
• High standards of customer care
• A supportive team environment
Benefits
• Medical, dental, vision, and life insurance
• Paid time off and paid holidays
• 401(k) with company match
• Employee assistance program
• Extensive training and professional development
• Opportunities for advancement throughout the company
Ready to Join Us?
If you’re looking for a career with a company that values stability, professional growth, and a culture of support, we’d love to speak with you.
Apply today and take your next step with Security Finance!