Team Leader

Jackson Hewitt•Maryville, TN

12d•Onsite

About The Position

Under general supervision and in accordance with established company policies and procedures, the Team Leader participates in the management activities (staffing, productivity, tax prep work, marketing) for several offices / kiosks within an assigned district. This position manages the day-to-day activities of seasonal team members assigned to several store locations. Drives the operation at each location to maximize the efficiency of Tax Preparer work and increase revenue and office profitability. This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business. Supervises seasonal hourly staff members at locations in your assigned area. Communicates with Management 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. Reviews and monitors office work schedules and hours worked to keep locations staffed. Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems. Reviews productivity 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. Team Leads will also prepare tax returns (training provided, no experience needed). Deliver supplies to your locations.

Requirements

High School Degree or equivalent related business experience preferred.
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) a plus but not required.
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.
Dependable, fast learner, with great communication skills.

Nice To Haves

Previous tax preparation experience and possess a PTIN (Preparer Tax Identification Number) a plus but not required.

Responsibilities

Manages the day-to-day activities of seasonal team members assigned to several store locations.
Drives the operation at each location to maximize the efficiency of Tax Preparer work and increase revenue and office profitability.
Supervises seasonal hourly staff members at locations in your assigned area.
Communicates with Management 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.
Reviews and monitors office work schedules and hours worked to keep locations staffed.
Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
Reviews productivity 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.
Prepare tax returns (training provided, no experience needed).
Deliver supplies to your locations.