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  • 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



  • 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



  • 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
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