Taxpayer Resource Center Service Supervisor

State of OklahomaOK
83d$68,000

About The Position

The TRC Service Supervisor will lead and manage a team of Taxpayer Resource Center Representatives and Senior Representatives. This leadership role is responsible for overseeing daily operations, ensuring high-quality customer service, and driving team performance in delivering accurate and timely tax support. The supervisor will leverage in-depth technical expertise in tax legislation, strong leadership skills, exceptional problem-solving abilities, and advanced data analysis skills to guide the team in resolving complex tax issues. The ability to use data to tell a story, identify trends, and visualize key performance indicators will be critical in improving operations and decision-making. This position also involves performance management, training, coaching, and process improvement to ensure the call center meets its goals.

Requirements

  • A bachelor's degree in accounting, finance, business administration, or a related field.
  • 3 years of experience in a call center, customer service, or tax-related environment, with at least 2 years in a supervisory or leadership role.
  • Proficient in CRM systems, tax software, and Microsoft Office (Excel, Word, Outlook).
  • Strong analytical and problem-solving skills to handle complex tax issues and provide solutions to escalated cases.
  • Strong interpersonal skills with the ability to communicate complex tax information clearly to customers and team members.
  • High level of empathy, patience, and listening skills to manage sensitive customer interactions.
  • Strong attention to detail in ensuring that all team activities, customer interactions, and documentation comply with tax laws and internal policies.
  • Excellent time management and organizational skills, with the ability to prioritize and manage multiple responsibilities effectively.

Nice To Haves

  • Master’s degree in accounting, finance, business administration or a related field.
  • Experience with IRS tax systems or similar platforms is highly desirable.
  • Bilingual proficiency in English and Spanish.

Responsibilities

  • Supervise a team of Taxpayer Resource Center Representatives and Senior Representatives, ensuring that all team members provide exceptional service to taxpayers.
  • Lead by example, providing guidance, feedback, and support to foster a positive and efficient work environment.
  • Manage day-to-day call center operations, ensuring that call volume targets, service levels, and performance metrics are met.
  • Continuously monitor team performance and implement strategies to maintain high productivity and quality.
  • Provide advanced support for escalated tax inquiries and complex customer issues.
  • Use in-depth technical tax knowledge and critical thinking to resolve difficult cases, ensuring customer satisfaction and compliance with tax regulations.
  • Partner with the Learning and Development teams on creating training programs for new hires and ongoing skill development for current employees.
  • Provide regular coaching sessions to ensure team members stay updated on changes to tax laws and policies and improve their customer service and technical skills.
  • Conduct performance reviews, set team goals, and track individual employee performance metrics.
  • Provide constructive feedback and performance improvement plans when necessary to ensure continuous improvement.
  • Ensure that all team activities comply with relevant tax laws, data security regulations, and call center policies.
  • Perform regular audits of team interactions, documentation, and case records to ensure accuracy and adherence to compliance standards.
  • Identify opportunities for process improvements and efficiencies within the call center operations.
  • Work with Process Manager and senior leadership to implement new tools, technologies, or workflows that will improve team performance and service delivery.
  • Utilize data to track team performance, identify trends, and uncover areas for improvement.
  • Use data analysis techniques to tell a story that highlights key findings, operational challenges, and successes.
  • Create data visualizations (dashboards, reports) to present actionable insights in an easily digestible format to senior leadership and the team.
  • Regularly analyze call center data to track team and individual performance against key metrics such as call resolution times, customer satisfaction, and service levels.
  • Provide regular reports on these metrics to leadership and use data to drive informed decision-making and process optimization.
  • Handle the most challenging customer escalations, using advanced de-escalation techniques to resolve conflicts and maintain a positive customer experience.
  • Train team members on best practices for managing difficult situations.
  • Work closely with other departments, including agency partners, Audit Teams, and IT, to resolve issues that require cross-departmental coordination.
  • Communicate key updates regarding tax legislation and call center policies to the team.
  • Foster a positive work culture by recognizing team achievements, promoting employee engagement, and maintaining high morale even in challenging situations.
  • Organize team-building activities or events to support team cohesion.
  • Perform other job duties as assigned.

Benefits

  • Generous state-paid benefit allowance to help cover insurance premiums.
  • A wide choice of insurance plans with no pre-existing condition exclusions or limitations.
  • Flexible spending accounts for health care expenses and/or dependent care.
  • A Retirement Savings Plan with a generous match.
  • 15 days of paid vacation and 15 days of sick leave for full-time employees the first year.
  • 11 paid holidays a year.
  • Paid Maternity leave for eligible employees.
  • Employee discounts with a variety of companies and vendors.
  • A Longevity Bonus for years of service.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service