Tax Coordinator Supervisor

Anderson Business Advisors • Las Vegas, NV

3d • $55,000 - $75,000 • Hybrid

About The Position

To oversee a team of Tax Coordinators, ensuring exceptional client experiences and effective team performance. This role involves coaching and developing team members, utilizing data analytics to measure performance, and collaborating with other departments to continuously improve the client experience.

Requirements

• A strong background in building and leading teams in customer service or a related field.
• Minimum 2 years of experience leading and coaching teams.
• Minimum 3 years of experience in customer/client service.
• Bachelor’s degree in a related field.
• Experience with telephone-based customer service.
• Outstanding written and verbal communication skills.
• Strong ability to create and implement solutions.
• Ability to work in a fast-paced environment.
• A full background check, drug screen, internet, and social media search are required for employment.

Nice To Haves

• Tax firm experience is a plus.
• Additional certifications or coursework related to team leadership or customer service management.

Responsibilities

• Oversee a team of client tax coordinators to ensure exceptional client experiences.
• Coach and develop team members, implementing techniques from client experience training.
• Provide support and coaching to staff, ensuring teams are accountable for timely, professional, and quality responses to client and internal communications.
• Utilize data analytics to measure team performance and make informed decisions.
• Hold one-on-one progress meetings with direct reports.
• Continually measure and align metrics for teams to meet departmental expectations.
• Monitor and assist client support with a sense of urgency.
• Lead the team to adhere to inbound and outbound phone schedules and metrics.
• Contact escalated clients to bring resolution in alignment with the "Anderson Way."
• Ensure teams deliver exceptional client experiences and meet CRM and CCH expectations.
• Collaborate with all departments to continually improve the client experience.
• Execute new processes alongside operations management to implement data-driven decisions.
• Review training needs as they arise and provide necessary training to team members.
• Hire and develop top talent to build a strong team.
• Take action when reviewing team dashboards to ensure the team exceeds performance expectations.
• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Benefits

• Hybrid work schedule
• Robust onboarding program
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program, starting at 4% after just 3 months of employment.
• Generous paid time off, including 16 days in the first year and 21 days after one year of employment.
• 7 paid company holidays.
• $35 monthly gym membership subsidy.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager