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Tax Business Developer
3 semanas atrás
We are looking for a dedicated and customer-centric individual to serve as a Team Leader in our organization. As a key member of our team, you will be responsible for providing leadership to a group of associates and accelerating their seasonal tax business by managing a single office.
This is an exceptional opportunity for someone who is passionate about delivering an outstanding client experience and achieving all office-related growth objectives. If you have prior experience working in a customer service or shift leader role, and possess supervisory skills, we encourage you to apply.
Key Responsibilities:
- Partner with the District Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement.
- Assist the District Manager in recruiting and interviewing candidates for associate positions.
- Serve as the point of contact for onsite escalated client service concerns.
- Ensure clients are scheduled properly and conflicts are resolved.
- Lead daily activities to ensure that all associate work is completed according to deadlines, with attention to quality standards, priorities, and overall goals.
- Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate contributions.
- Lead daily team meetings and communicate essential information to associates.
- Create associate work schedules and ensure accurate timekeeping and overtime management.
- Prepare tax returns, as required.
Requirements:
- Prior experience working in a customer service or similar role.
- Experience supervising or managing people.
- Successful completion of the Tax Knowledge Assessment or Income Tax Course (if preparing tax returns).
- Annual completion of continuing education and ability to meet all other IRS and applicable state requirements.
- Computer proficient with the ability to use MS Office.
- Demonstrated ability to work independently with minimal supervision.
- Passionate, determined, and resilient with a customer-centric mindset.
- Able to work a flexible work schedule and flexibility in work assignments based on business needs.