Tax Professional/Supervisor Retail Tax Offices- Kettering (Finance)

We are a family owned tax office. We have 5 locations in the Dayton area. We love growing our team with kind folks who are looking for a fun and pleasant place to work, if this is you then please apply!

MINIMUM QUALIFICATIONS include three years or more of experience in the preparation of individual tax returns, including federal, state, school district, and city income tax returns. You must be comfortable interviewing your client and completing the tax return while the client is sitting at your desk. You must have a valid PTIN issued by the IRS
The IDEAL candidate will also have one or more of the following qualifications: - Experience in the preparation of Schedule C, Schedule D, and Schedule E

• Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns.
• Minimum of 2 seasons of personal Tax Preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred
• Bookkeeping experience with books to tax preparation is strongly preferred.
• Experience preparing Business Tax returns for service industry customers strongly preferred.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills - ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Supervises Tax Team and supports team
• Communicates with the owner on the status of recruiting, interviewing and hiring of seasonal employees for assigned locations when applicable
• Maximize customer service and increase sales
• Performs administrative functions
• Develops, reviews, approves, and monitors office work schedules and hours worked
• Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
• Reviews productivity reports, discount reports, AAG, and other various reports and takes appropriate action where necessary
• Maintains a comprehensible filing system for filing, acknowledged, rejected and complete tax returns
• Follows up with all void/hold tax return clients to persuade them to return to the office and file their tax return

  Your employment job responsibilities shall be as follows: Above all other duties;Tax Preparation is number your number one priority

  Assists when needed in scheduling budgeting (saving the company monies in wasting payroll and supplies)

  Assists when needed in staffing, productivity, and marketing for various offices within an assigned area..

  Assists Franchise owner

  Assists in Marketing, developing marketing strategy, plan, and goals, as well as analyzing current campaigns to increase sales.

  Assists in recruiting, interviews, and train/support preparers and, upon passing the Tax Preparation Course.

  Ensure preparers provide exceptional customer service to the Company's potential and current customers. Coaches, mentors and trains office managers.

  Helps establish goals and guides Office Managers to achieve them Manages and monitors overall performance and productivity including but not limited to tax school students, retention rate and recruitment rate, tax returns, discounts, HOLDs, void rates, InMoment reports and NPS scores, company product sales, etc.

  Observe tax office staff behaviors and performance reports throughout the day to get a sense of what is happening in each office. Identify any potential issues that may have a negative impact on the customer's experience. Observe tax preparers as they work through the Tax Return Interview process. Listen to the interaction and make certain that all Due Diligence questions are being asked.

  Support employees as necessary to address and resolve all questions and issues.

  Finalize Time Tracker bi-weekly and approve billable hours.

  Schedule and lead manager meetings

  Develops and Executes Local Marketing plans & Strategies Manages the implementation of company products and promotions

  Communicates and tracks goals

  Establishes mandatory training sessions such as Tax Season training and Mid-Season meetings.

  Routinely reviews Return Management to verify that tax returns are being processing in a timely manner. Monitor the Red Flag Report per the guidelines established in the Tax Return Compliance Manual and per franchisee guidelines.

  Creates and manages weekly schedules to ensure proper staffing rations and implements adjustments due to customer needs.

  Supply tax preparers with Jackson Hewitt materials.

  Maintain cash balancing (DAS).

  Generates and monitors call campaigns Manages the opening and closing of all offices and oversees sick days and tardiness of staff.

  Monitors and oversees Client Ticketing System (Our CRM). Assigns tasks for staff and follows through to confirm assignments have been completed.

  Head of Tax Research for tax issues and supports staff on client letters and questions.

Skills you'll bring for success:

• High School Degree or equivalent related business experience
• Course of study in management or in tax preparation and/or accounting preferred
• Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number)
• One year of previous management or supervisory experience desired
• Proficiency with a variety of computer software applications such as electronic mail, internet browser, Word, Excel, and accounting or tax preparation software