Director, Enrollment & Onboarding (Tax)

The posting, as Pathward, N.A. wrote it

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Phoenix, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role

Leads the team responsible for enrolling new and returning tax offices into the proprietary client platform. Accountable for team performance, enrollment quality, service delivery, risk management, and the customer onboarding experience. Establishes operating standards, controls, escalation processes, seasonal readiness, and improvement priorities, while guiding complex enrollment decisions. Partners with Sales, Compliance, Risk, Operations, and Customer Service to deliver a consistent, high-quality customer journey.

What You Will Do

• Leads the Tax Division’s Enrollment & Onboarding function, translating business goals and customer commitments into clear priorities, scalable operating plans, and measurable team outcomes.
• Builds, coaches, and leads a high-performing enrollment team with the capacity, expertise, accountability, and decision-making discipline required to support peak tax-season volumes and year-round business needs.
• Build a results-driven culture of accountability, sound judgment, open communication, consistent execution, and continuous improvement across the team.
• Responsible for enrollment quality and control performance, including sampling work to ensure accuracy and confirmation that process or control gaps are resolved and sustained.
• Serves as the decision authority for complex or escalated enrollment matters, balancing customer impact, tax business objectives, operational feasibility, and regulatory risk.

Sets and documenst the enrollment operating process model, service expectations, escalation paths, and handoffs needed to deliver a timely, consistent onboarding experience.

• Identifies opportunities to simplify enrollment processes, reduce avoidable rework, improve accuracy, and strengthen the customer experience.
• Partners with Compliance to assess concerns, resolve higher-risk cases, strengthen enrollment controls, and implement required process or documentation changes.
• Produces and presents enr

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candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

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