Tax Coordinator Supervisor

To oversee a team of Tax Coordinators, ensuring exceptional client experiences and effective team performance. This role involves coaching and developing team members, utilizing data analytics to measure performance, and collaborating with other departments to continuously improve the client experience.

• Oversee a team of client tax coordinators to ensure exceptional client experiences.
• Coach and develop team members, implementing techniques from client experience training.
• Provide support and coaching to staff, ensuring teams are accountable for timely, professional, and quality responses to client and internal communications.

• Utilize data analytics to measure team performance and make informed decisions.
• Hold one‑on‑one progress meetings with direct reports.
• Continually measure and align metrics for teams to meet departmental expectations.
• Monitor and assist client support with a sense of urgency.

• Lead the team to adhere to inbound and outbound phone schedules and metrics.
• Contact escalated clients to bring resolution in alignment with the "Anderson Way".
• Ensure teams deliver exceptional client experiences and meet CRM and CCH expectations.

• Collaborate with all departments to continually improve the client experience.
• Execute new processes alongside operations management to implement data‑driven decisions.
• Review training needs as they arise and provide necessary training to team members.

• Hire and develop top talent to build a strong team.
• Take action when reviewing team dashboards to ensure the team exceeds performance expectations.

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

• A strong background in building and leading teams in customer service or a related field.
• Minimum 2 years of experience leading and coaching teams.
• Minimum 3 years of experience in customer/client service.
• Bachelor’s degree in a related field.
• Experience with telephone‑based customer service.
• Outstanding written and verbal communication skills.
• Strong ability to create and implement solutions.
• Ability to work in a fast‑paced environment.
• Tax firm experience is a plus.

• Additional certifications or coursework related to team leadership or customer service management.

• Client Satisfaction:
  Measured by client feedback and satisfaction survey results.
• Team Efficiency:
  Timely completion of client support tasks and projects.
• Communication:
  Responsiveness to client communication and effective team collaboration.
• Accuracy:
  Ensuring accuracy in documentation and client interactions.

• Embrace flexibility with a hybrid work schedule, balancing remote and in‑office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in‑depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short‑term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.