MANAGER OF TAX OPERATIONS

Jackson Hewitt - 3321; North Charleston (SC); On-site; USD 60,000 - 80,000; Full time

Job summary

A tax preparation service is seeking a Manager of Tax Operations in North Charleston, SC. This role involves overseeing multiple locations, managing team performance, and ensuring high-quality customer service. Ideal candidates will have substantial management and tax preparation experience and a strong commitment to team accountability. Full-time position with an annual salary and bonus based on performance.

Benefits

401(k)

401(k) matching

Bonus based on performance

Flexible schedule

Opportunity for advancement

Training & development

Qualifications

• 3 years of management experience required; 5+ years preferred.
• 2-3 years of tax preparation experience required; 5+ years preferred.
• Active PTIN required and must pass background screening.

Responsibilities

• Builds and maintains a positive team environment.
• Completes personal income tax returns.
• Monitors and manages associate performance.

Skills

Management

Tax Preparation

Customer Service

Team Leadership

Performance Management

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Opportunity for advancement
• Training & development

Manager of Tax Operations – Summerville, Goose Creek, Moncks Corner, SC

Jackson Hewitt is seeking a manager and senior tax preparer to oversee locations Summerville, Goose Creek and Moncks Corner. Must be self-motivated, detail oriented and committed to quality and exemplary customer service.

Under general supervision and in accordance with established company policies and procedures, the Manager of Tax Operations participates in the management activities (staffing, productivity, tax prep work and marketing) for various offices within an assigned district. You will learn the business from the ground up providing real business leadership development and experience as well as deep understanding of critical components of business success (recruitment/retention strategies, marketing, employee development, operations, training, profitability, team leadership). This position manages the day-to-day activities of seasonal team members assigned to approximately four (4) or more stores and/or kiosk locations. Drives the operation at each location to maximize the efficiency of Tax Preparer work and increase revenue and office profitability.

This role has access to and regularly requires working with information of a sensitive, highly confidential nature, and dealing with diverse matters which require a working knowledge of the business.

Job Description:

General Job Description and responsibilities - Below is the minimum of what is expected:

• Builds a positive team environment, provide employee training, and ensure accountability standards met. Monitors associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors, or problems.
• Complete personal income tax returns involving trusts and/or partnerships.
• Creates, reviews and approves work schedules and timecard approvals, monitors time tracker during all shifts, works with Human Resources on any employee relations issues or complaints and training.
• Drives the operation at each location to maximize the efficiency of Tax Preparer work and increase revenue and profitability.
• Works directly with the Franchisee to market products and services.
• Audits associate performance to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
• Monitors holds/voids/rejects, discount reports and productivity reports for assigned store group. Responsible for meeting all assigned goals including, but not limited to retention, new client growth, tax return count, discounts, revenue, cash control and tax return count in assigned area.
• Active PTIN required.
• Must pass background screening.

Must successfully complete of the Jackson Hewitt Tax Season Aptitude Test or Fundamentals of Tax Preparation Course

Must possess reliable transportation, insurance, and a driver’s license in good standing

Other Duties as assigned in areas specific to Jackson Hewitt:

• Ensures the cleanliness and maintenance of all offices are in accordance with the lease terms and with the policies and procedures.
• Completes annual 18-hours of continuing education and ability to meet all other IRS and applicable state requirements.
• Demonstrates ability to work independently with minimal supervision.
• Resilient under stress in fast paced environment.

Job Type:

• Full-time Year-round (Will consider Seasonal)
• Annual salary based on experience/qualifications + annual bonus based on tax returns and offices’ performance

Experience:

• Management: 3 years (Required); 5+ years (desired)
• Tax Preparation: 2-3 years (Required); 5+ years (desired)