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Seasonal Tax Operations Manager

extra holidays
Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Minimum of two seasons tax preparation experience, PTIN required, EA, CPA or JD preferred, Knowledge of tax laws and Form 1040, Experience with Intuit tax software is a plus, College degree or equivalent experience preferred.

Key responsabilities:

  • Ensure excellent partner experience in program area
  • Identify optimization opportunities from stakeholder data
  • Manage team of Customer Service Supervisors
  • Resolve escalated customer concerns effectively
  • Conduct meetings and monitor service levels
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Education at Work Large https://www.educationatwork.org/
1001 - 5000 Employees
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Job description

Education At Work (E@W) enables students from traditionally underserved communities to secure a high-quality post-graduation job through evidence informed work-based learning programs. E@W aims to equip students with the high-value skills and experiences sought in the professional world by offering meaningful work opportunities. 

If you love the pursuit of excellence and are inspired by empowering a student-centered culture to fulfill the E@W mission, we invite you to learn more. We offer unique opportunities to work on rewarding projects in an environment that appreciates diversity, focuses on talent development, and recognizes and rewards exceptional work.

This is a temporary position beginning December 2024 and ending on or before April 15, 2025. If you are interested in a seasonal tax position, have at least 2 years of professional tax preparation experience, love the pursuit of excellence, and are inspired by empowering a student-centered culture to fulfill the E@W mission, we invite you to learn more. We offer unique opportunities to work on rewarding projects in an environment that appreciates diversity, focuses on talent development, and recognizes and rewards exceptional work.

Job Summary
The Operations Manager ensures daily operational excellence and seamless support for client-based programs. This position demands proficiency in navigating a national organizational structure, exceptional communication skills, sound judgment, influencing abilities, and a commitment to cross-team collaboration with a strong emphasis on customer satisfaction and compliance.

Responsibilities
  • Ensure an excellent partner experience in your assigned program area by overseeing key business metrics, ensuring process effectiveness, timely and accurate execution, and issue resolution. Leverage internal operations and client partner teams.
  • Utilize data and feedback from stakeholders and partners to identify and implement optimization opportunities that enhance partner experience, improve process efficiency, and reduce or eliminate costs, business, or compliance risks.
  • Develop deep subject matter expertise in your capability or channel area to:
  • Ensure optimal end-to-end process design with comprehensive documentation covering processes, controls, and metrics.
  • Provide effective support for escalations and issues, identifying root causes and implementing final remediation.
  • Collaborate with stakeholders to influence future program or channel design, driving standardization and compliance adherence.
  • Manage a team of Customer Service Supervisors and oversee a phone agent workforce. Ensuring adherence to productivity standards, including KPIs, billable hours/revenue, shrink,
  • occupancy, attrition reduction, retention efforts, schedule adherence, and other relevant metrics.
  • Monitor, coach, and provide feedback to Supervisors to meet performance requirements, including quality, productivity, attendance, and related disciplinary issues for their teams.
  • Resolve escalated customer concerns from Supervisors, consult with clients, and determine appropriate action.
  • Conduct daily huddles and weekly team meetings with Supervisors to maintain timely communication on key operational issues while motivating and rewarding proper behavior.
  • Monitor service levels through floor management and communicate with WFM to address spikes in demand, headcount, hours/schedules, and time off requests.
  • Work with Human Resources to maintain consistent policies and procedures within the call center, including attendance, behavior, and performance discipline.
  • Perform all other duties as directed by management.

  • Basic Qualifications
  • Minimum of two (2) seasons of professional tax preparation experience, with a minimum of 30 tax returns prepared.
  • Prior tax preparation experience in a tax practice or retail setting.
  • PTIN is required, and one of the following credentials is preferred: EA, CPA, or JD.
  • Knowledge of tax laws and concepts and familiarity with Form 1040 and all schedules.
  • Willingness to utilize audio/visual tools to communicate with customers
  • A college degree (preferred) or equivalent experience in related fields is required.
  • Familiarity and experience using Intuit tax preparation software (TurboTax, Lacerte, ProConnect, ProSeries) is a plus.
  • Proven ability to develop reporting of results and insights and implement a continuous improvement process and culture.
  • Strong attention to detail and analytical problem-solving skills with sound decision-making abilities.
  • Experience working in a fast-paced environment, managing stakeholders and processes, and collaborating with diverse teams across multiple time zones to land successful outcomes.
  • Excellent collaboration skills with a strong understanding of how to drive high-impact results.
  • Must reside in the United States.
  • Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
  • AFFIRMATIVE ACTION PLAN / EQUAL EMPLOYER OPPORTUNITY (AAP/EEO) STATEMENT:

    Education at Work (E@W) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, E@W complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. EAW expressly prohibits workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of E@W’s employees to perform their job duties may result in discipline up to and including termination of employment.

    THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA) PROHIBITS DISCRIMINATION IN COMPENSATION AND EMPLOYMENT OPPORTUNITIES AGAINST QUALIFIED INDIVIDUALS WITH DISABILITIES.  TO DETERMINE WHETHER AN INDIVIDUAL IS QUALIFIED, THE ESSENTIAL FUNCTIONS OF EACH JOB MUST BE IDENTIFIED.  ESSENTIAL FUNCTIONS ARE THOSE THAT ARE INTRINSIC TO THE POSITION, AND THAT THE INDIVIDUAL(S) WHO HOLDS THE JOBS MUST BE ABLE TO PERFORM WITH OR WITHOUT REASONABLE ACCOMMODATION.

    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Decision Making
    • Collaboration
    • Team Management
    • Detail Oriented
    • Analytical Thinking
    • Verbal Communication Skills

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