Manages retail tax operations and supervises approximately two to four full-time/part-time employees
Develop the strategies and plans to achieve sales results through business analysis, action planning, effective communication, and consistent accountability
Network, recruit, assess, and hire qualified candidates
Review/reconcile daily budget to ensure integrity and accuracy of information on a daily basis;
Able, on a consistent basis, to function in a fast-paced environment, under substantial time pressure, and to perform under the demands set by the company
Ensures sales data is recorded and posted to accounting system and is given to District Director of Operations daily
Identify and report all sales related problems to District Director of Operations or corporate headquarters daily
Prepare and review returns while acting as an advisor to Access Tax Service clients as needed
Develop relationships with clients and staff while managing all aspects of the retail store and complying with all rules, regulations, policies and procedures set forth in the employee handbook
TAX PROFESSIONAL
ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepare all necessary tax returns and related disclosures while acting as an advisor, and developing a professional relationship with clients based on respect and trust
Conduct thorough computerized tax interviews so all clients pay the lowest tax liability allowed by law
Research tax questions and issues in order to provide clients with accurate information;
Enter all tax return data into various professional tax programs, thoroughly and accurately
Explain and cross-sell other tax services based on the client's needs
Participate in cross audits and checking of tax returns prepared by other members of the team
Maintain confidentiality of all client and company information
CUSTOMER SERVICE REPRESENTATIVE
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure effective communication between customer and company, by serving as the primary contact for all customer service issues
Service retail customers via email, incoming and outgoing phone calls related to products and service inquiries, policies, and special promotions
Identify and analyze customer needs to ensure high customer satisfaction, growth and retention of business
Perform message board monitoring as an Official Company Representative to assist customers with support issues and to help build community loyalty
Manage multiple tasks and assigned projects to a successful timely completion
Provide information and customer feedback to team leaders to help identify inquiry trends and problem resolutions reducing company liability and maintaining positive company image
Perform reasonably similar or related duties as assigned
