Tax Coordinator Supervisor

Description

Job Purpose:
 

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.

Key Responsibilities:

1. Team Supervision:
   • 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.
2. Performance Measurement:
   • 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.
3. Client Relations:
   • 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.
4. Process Improvement:
   • 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.
5. Talent Management:
   • Hire and develop top talent to build a strong team.
   • Take action when reviewing team dashboards to ensure the team exceeds performance expectations.
6. Administrative Tasks:
   • 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.

Competencies:

Integrity

• Understands and adheres to basic ethical standards and company policies.
• Reports unethical behavior when directed.
• Maintains confidentiality with supervision.

Communication / Collaboration

• Communicates clearly in simple situations.
• Participates in team discussions and shares information.
• Listens actively and seeks clarification when needed.

Critical Thinking / Problem Solving

• Identifies basic problems and seeks guidance to solve them.
• Applies standard operating procedures to address issues.
• Shows willingness to learn problem-solving techniques.

Conflict Resolution

• Recognizes conflicts and seeks guidance to address them.
• Maintains neutrality and fairness in basic situations.
• Uses standard conflict resolution techniques.

Developing Others / Empowerment

• Shows basic support for colleagues' development.
• Provides occasional feedback and encouragement.
• Shares knowledge and resources when asked.

Required Qualifications:

• 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.
• Tax firm experience is a plus.

Preferred Qualifications:

• Additional certifications or coursework related to team leadership or customer service management.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Team Efficiency: Timely completion of client support tasks and projects.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in documentation and client interactions.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.

Salary : $55,000 - $75,000