- Lead the full Second Look client journey across virtual fulfillment operations from intake through resolution
- Drive client satisfaction, retention, communication, and quality outcomes
- Monitor conversion, satisfaction, service levels, productivity, and retention metrics; identify trends and implement improvements
- Lead, coach, and develop managers and tax professionals across distributed virtual teams
- Drive accountability for performance expectations, service standards, client communication, and operational routines
- Support hiring, onboarding, talent development, and performance reviews
- Build performance management frameworks, reporting processes, weekly progress routines, and accountability structures
- Define, test, and refine workflows, service models, and operating processes using feedback and performance data
- Support workforce planning, hiring strategy, staffing alignment, and seasonal ramp execution
- Collaborate with Product, Technology, Training, Operations, Field Leadership, and other stakeholders on goals, processes, priorities, and roadmap initiatives
- Monitor workload, queue health, productivity, staffing alignment, and workflow bottlenecks; implement risk mitigation strategies
- Engage frontline teams, share best practices, and identify continuous improvement opportunities
- Develop and maintain training materials, job aids, documentation, and standard operating procedures
Requirements
- Bachelor's degree in a related field or an equivalent combination of education and relevant work experience
- 5+ years of related experience, including leadership and effective management of field personnel, workforce planning, staffing, and goal-setting
- Strong analytical, critical thinking, and problem-solving skills
- Ability to interpret data, manage multiple priorities, and meet deadlines
- Proven communication, interpersonal, facilitation, and relationship-building skills
- Ability to work effectively across all organizational levels and in diverse environments
- Demonstrated emotional intelligence and ability to collaborate effectively while leading high-performing teams
- Proficiency with Windows-based computer systems
- Strong aptitude for learning and applying technology in a business environment
- Must meet IRS e-file suitability requirements as defined by IRS Publication 3112
- Willingness to work an irregular schedule as business needs require
Core Competencies
Demonstrates strong leadership in managing virtual teams, driving client satisfaction, and implementing performance management frameworks. Proficient in data analysis and workforce planning to enhance operational efficiency and service quality.
Highest-signal resume keywords
- Leadership Experience
- Workforce Planning
- Data Analysis
- Client Communication
- Performance Management
ATS Optimization Keywords
Hard Skills
- Data Interpretation
- Performance Metrics Monitoring
- Workflow Optimization
- Staffing Alignment
- Training Material Development
Soft Skills
- Analytical Thinking
- Problem-Solving
- Interpersonal Skills
- Emotional Intelligence
- Collaboration
Certifications & Qualifications
Industry Keywords
- Client Journey
- Virtual Fulfillment Operations
- Service Standards
- Continuous Improvement
- Talent Development
Tools & Technologies
- Windows-Based Computer Systems