JOB OVERVIEW
Under general supervision and in accordance with established policies and procedures, participates in the management activities such as staffing, employee relations, office productivity, and tax preparation for various designated offices. This position has access to and works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the tax preparation business.
MAJOR RESPONSIBILITIES
- Supervises the activity of tax preparers, receptionist and other office associates.
- Recruits, interviews and trains associates.
- Manages and monitors overall tax office performance, including but not limited to tax returns, discounts, HOLDs, void rates, error and reject rates, company product sales, etc.
- Schedules the staff each week and monitors their overall productivity.
- Manages customer flow, including wait times and product delivery.
- Creates and manages office work schedules/hours and implements adjustments due to customer needs.
- Resolves customer complaints.
- Serves as the Tax School Instructor, if appropriate.
- Manages the front office check printing process; ensures that checks are printed and distributed in a timely manner.
- Implements and monitors security measures for handling check stock, CashCards and cash.
- Maintains the cash box and makes daily deposits.
- Ensures implementation of all marketing programs and company products and promotions.
- Maintains professional office appearance.
- Performs other duties as required.
- Motivates and guides office staff to achieve goals and to insure excellent customer service.
Job industries
- Accounting & Finance
- Administration & Office Support
- Management