Tax Coordinator Supervisor

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    "description": "<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Job Purpose:</strong></span></span><br />\r\n<br />\r\n<span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">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.</span></span><br />\r\n<br />\r\n<br />\r\n<span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Key Responsibilities:</strong></span></span></p>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Team Supervision:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Oversee a team of client tax coordinators to ensure exceptional client experiences.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Coach and develop team members, implementing techniques from client experience training.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Provide support and coaching to staff, ensuring teams are accountable for timely, professional, and quality responses to client and internal communications.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Performance Measurement:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Utilize data analytics to measure team performance and make informed decisions.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Hold one-on-one progress meetings with direct reports.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Continually measure and align metrics for teams to meet departmental expectations.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Monitor and assist client support with a sense of urgency.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Client Relations:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Lead the team to adhere to inbound and outbound phone schedules and metrics.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Contact escalated clients to bring resolution in alignment with the &quot;Anderson Way.&quot;</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Ensure teams deliver exceptional client experiences and meet CRM and CCH expectations.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Process Improvement:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Collaborate with all departments to continually improve the client experience.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Execute new processes alongside operations management to implement data-driven decisions.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Review training needs as they arise and provide necessary training to team members.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Talent Management:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Hire and develop top talent to build a strong team.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Take action when reviewing team dashboards to ensure the team exceeds performance expectations.</span></span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Administrative Tasks:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Ensure all client documentation is accurately recorded and maintained.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Perform all other duties as assigned by Company management to support the overall objectives of the organization.</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Required Qualifications:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">A strong background in building and leading teams in customer service or a related field.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Minimum 2 years of experience leading and coaching teams.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Minimum 3 years of experience in customer/client service.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Bachelor&rsquo;s degree in a related field.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Experience with telephone-based customer service.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Outstanding written and verbal communication skills.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Strong ability to create and implement solutions.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Ability to work in a fast-paced environment.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Tax firm experience is a plus.</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Preferred Qualifications:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Additional certifications or coursework related to team leadership or customer service management.</span></span></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\"><strong>Performance Metrics:</strong></span></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Client Satisfaction: Measured by client feedback and satisfaction survey results.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Team Efficiency: Timely completion of client support tasks and projects.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Communication: Responsiveness to client communication and effective team collaboration.</span></span></li>\r\n\t<li><span style=\"font-family:Lato, sans-serif;\"><span style=\"color:#000000;\">Accuracy: Ensuring accuracy in documentation and client interactions.</span></span></li>\r\n</ul>\r\n",
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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.\\n\\n&nbsp;\\n\\nServing investors and small business owners nationally since 1999, Anderson Business Advisors is the nation&#39;s premier asset protection and tax planning firm. 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    "qualifications": "<p><strong>Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!</strong></p>\n\n<p>Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit&#39;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.</p>\n\n<p>&nbsp;</p>\n\n<p>Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation&#39;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.</p>\n\n<p>&nbsp;</p>\n\n<p>At Anderson Business Advisors, we&#39;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.</p>\n\n<p>&nbsp;</p>\n\n<p>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.</p>\n\n<p>&nbsp;</p>\n\n<p><strong>Anderson Advisors offers robust benefits including:</strong></p>\n\n<ul>\n\t<li>Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.</li>\n\t<li>Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.</li>\n\t<li>Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage&mdash;all provided at no cost to you.</li>\n\t<li>Plan for the future with a 401(k) matching program</li>\n\t<li>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 8&nbsp;paid company holidays.</li>\n\t<li>Stay active with a $35 monthly gym membership subsidy.</li>\n</ul>\n\n<p><br />\nPlease note that a full background check, drug screen, internet, and social media search are required for employment.&nbsp;</p>\n",
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