Concord/Kannapolis Tax Office Manger:
Organization
Liberty Tax Service: Is a franchise operated business. The local franchisee operates 5 locations in Charlotte and the surrounding areas. Liberty has over 2900 locations nationwide.
Core Values
Speed is King: Tax season is only 4 months. We need to be able to serve our clients fast without compromising accuracy or sacrificing our focus on customer service.
Get It Done Right: Accuracy is key. Clients come to us because they trust in our tax knowledge. Taxes are usually the largest transaction for every customer every year and we owe it to our clients to get it right the first time!
Candid Communication: We can only get better if we are honest about where we are as a company and as employees of the company. Clear and candid communication is not only expected but a sign of a high performing team and company
Be Resilient: There are always going to be obstacles. Whether there are technical issues, client issues or personal issues, we have to be able to withstand and recover, with a smile, when times get tough. Again, this is the largest financial transaction of the year and our clients demand that we perform our duties accurately, efficiently and professionally. Our issues should not become the client’s issue.
Every Desk Is A Tax Office: We believe in taking ownership of your clients and book of business. Every desk is its own tax office and you should treat it as such. Build your business
Serve your clients well: The customer experience starts with the first contact and isn’t completed until we have an overly satisfied client. If the tax pro does an excellent job serving the client, the customer believes we are an outstanding company. If not, we lose the client!
What we do and Customer Mix
We are in the tax preparation business. Our business mix is 60% first peak customers and 40% second peak clients. Our first peak business is tax refund dependent and second peak customers are simple tax returns. We consider about 10% of second peak customers to have moderately complex tax situations and about 2% to have complex tax situations.
Position Description
This manager's position is for one of our locations in Concord/Kannapolis, NC where we complete around 400 tax returns. At the location you will still be client interfacing and preparing tax returns and supporting two to three team members. Let's be clear, we are looking for 3+ years of tax experience. If you love preparing taxes and are looking to manage an office, then we are looking for you.
Skill that we are looking for you to possess?
Be able to prepare and review tax returns
Solve client IRS Issue
Track down client refunds with IRS and states
Develop a small team in tax preparation
Maintain a winning culture.
Keep team members engaged and hungry to complete more returns and maximize the earning potential
Keep an office, clean, clutter free and paperwork in order
Create a timely weekly schedule for the team and stay inside of a budget.
Be professional, relatable, and friendly to all. We have a very diverse client base. You can work with someone that makes $5,000 and the next person will make $100,000+. You can work with someone that is educated and someone who is not. It possesses the capability of being a communication chameleon.
Attending our free tax school is not required!
Company Direction And Mission
Our first priority is great tax preparation and having team members that can deliver that to our clients and our priority is to fill the office manager position.
We are also faced with a paradigm of the tax season being seasonal and how can we provide additional opportunity to our team members that are looking for more.
For the past 4 years the owner has been focusing on Affordable HealthCare (ACA) Insurance as an additional revenue stream of the business. In building out this side of the business model but in doing so also creates additional complexities. Affordable Health Care (ACA) has an open enrollment period from November first through January 15th. While simultaneously having tax school, Holiday Loans and tax season all happening simultaneously. So things can get a little crazy.
We are working on solving the one problem that is when we have talented people we want to keep them engaged and provide an opportunity for growth.
Yes, we are looking to create additional opportunities but it is not required for this position if you just want to do taxes and manage an office we need that as well.
If you are looking for more to become an ACA Agent. The fist stage of your journey will be to get your health insurance license and become certified. Then the hard part is you will have to put the work in to build a new book and a business.
The advantage you have is that many of our tax customers qualify for affordable health care and we have a built in client list to help expand into another opportunity.
Let's be honest with each other, not everyone is cut out to become a health insurance agent. If you like to crunch number’s sit in the back office and don't enjoy speaking and helping clients this is not the position for you. But if you like talking on the phone, hosting events, and getting energy being around other people. Then this is something you may want to look into.
Job Type: Full-time
Pay: From $19.00 per hour
Schedule:
8 hour shift
Ability to Commute:
Kannapolis, NC 28083 (Preferred)
Ability to Relocate:
Kannapolis, NC 28083: Relocate before starting work (Preferred)
Work Location: In person
