Team Leader (Finance)

Benefits:

• Bonus based on performance
• Company parties
• Competitive salary
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development

At Jackson Hewitt, and its independently owned and operated franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.

What you'll do here:
Under general supervision and in accordance with established company policies and procedures, the Team Lead 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

Skills you'll bring for success:

• High School Degree or equivalent related business experience
• 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