Job Description
Description:
The Manager serves as a key leader within the Servicing Department, providing vision, leadership, and operational oversight for the Resolution Services division. This role is responsible for the day-to-day management of the Tax Analysts, Licensed Tax Professionals, and client servicing team, ensuring high-quality service delivery and effective case resolution in alignment with established processes and procedures. The position drives team performance, fosters a positive and productive client experience, and promotes stable leadership through dynamic decision-making, clear communication, and strategic planning. This leader also oversees the development, implementation, and continual improvement of servicing procedures, ensuring both operational excellence and client satisfaction.
ESSENTIALDUTIESANDRESPONSIBILITIES:
• Act as an escalation point for resolving the most difficult customer issues.
• Responsible for creating and implementing procedures and processes.
• Communicates with clients, direct reports, and other departments to ensure quality service delivery and customer satisfaction.
• Develop, implement, and continuously improve servicing procedures, call monitoring, quality assurance programs, and performance scorecards aligned with key performance indicators (KPIs).
• Monitor call center operations, ensuring adequate coverage, effective scheduling, and real-time adjustments, while analyzing trends and data to drive operational improvements, service quality, and revenue growth.
• Lead hiring, training, coaching, performance management, and professional development of the team, identifying skill gaps and implementing effective training solutions.
• Drive initiatives through performance management with the team and organizationally, that contribute to long-term operational excellence.
• Create an environment of excitement, goal orientation, innovation and encourage team motivation.
• Acts in a manner consistent with the rules and standards of both his/her governing professional organization and IRS Circular 230, and provides oversight and guidance to all reports to ensure their compliance with these standards per respondent superior
• Provide technical leadership and guidance to Tax Analysts and Licensed Tax Professionals, serving as a subject matter expert in tax collections, IRS resolution, and relevant tax laws, ensuring adherence to professional standards and IRS Circular 230 requirements.
• Perform other tasks as assigned.Requirements:
EDUCATIONANDEXPERIENCE:
• Strong Preference to be one of the following: Licensed Attorney in good standing with the Bar of a US Jurisdiction, Enrolled Agent in good standing and authorized to practice with the Internal Revenue Service, or Certified Public Accountant in good standing with a US Jurisdiction
• BS degree in business administration or a related field or equivalent experience.
• 5+ years in leadership position
• Must have at least 5 years of related experience in a call center.
SKILLS,KNOWLEDGE,ANDABILITIES:
• Ability to lead and motivate a large team in a fast-paced environment.
• Committed to continuous education through workshops, seminars, and conferences.
• Strong decision-making abilities.
• Ability to analyze performance trends and issue feedback and/or plans of action for developmental purposes.
• Exceptional verbal and written communication skills.
• Customer service focused mindset.
• Proficiency with the MS Office Applications.
• Ability to drive results and manage change.
• Strong analytical skills with the ability to think tactically and have proven problem-solving skills.
• Proven experience in successful management of teams and processes
• Intricate knowledge of IRS policy, revenue rules, and laws pertaining to tax, tax collection, taxpayer rights, and practitioner responsibilities