Associate Manager, Second Look

Overview

This role leads virtual operations for the “Second Look” pod/teams, overseeing staffing, workflow, and day-to-day logistics.

Responsibilities

• Lead and manage virtual operations for Second Look pods/teams, including staffing, workflow, and daily logistics.
• Facilitate daily virtual huddles to share essential updates and reinforce team alignment.
• Create and maintain schedules, ensuring accurate timekeeping, labor alignment, and coverage across pods.
• Manage associate performance, including timely reviews and coordination with the Associate Relations Center.
• Cultivate an engaging virtual culture through coaching, mentoring, development, and recognition.
• Own key operational metrics, including accuracy, amendment conversion, CSAT/NPS, SLAs, and productivity.
• Drive continuous improvement by identifying workflow/tooling enhancements; prepare or review returns during peak demand.
• Partner with the DGM to execute growth strategies and achieve client growth targets.
• Oversee Second Look quality, including:
  • transcript interpretation
  • identifying risks/opportunities
  • reviewing amended return work
  • providing escalation support and advanced tax guidance.
• Recruit, interview, and select year-round and seasonal Virtual Tax Professionals.

Requirements

Education

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience

• 5+ years of experience in accounting, finance, bookkeeping or tax.

Compensation & Benefits

• Pay range: $62,800.00 - $94,200.00/Yr.
• Local minimum wage laws apply.
• Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
• Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
• Medical and prescription drug coverage: qualifying associates can enroll themselves and/or their eligible dependents.
• Retirement: eligibility to enroll in the Retirement Savings Plan (401(k) Plan).
• Employee Assistance Program.
• (Virtual) fitness center programs.
• Associate discount program.
• Automatically enrolled in Business Travel Accident Insurance.
• Associate Tax Prep benefit.

Location

• Not specified in the provided description.