Operations Manager (Contract to Hire: $33k to $37k)

Operations Manager (Contract to Hire: $33k to $37k)Atlanta, Georgia, United StatesOperations Manager (Contract to Hire: $33k to $37k)Job DutiesGreet clients in a warm and welcoming manner, identifying their needs appropriately.Answer phones promptly, assisting clients and potential clients with the highest level of customer service (not just taking a message. Be my filter). Your goal is to get each caller to make an appointment.Check voicemail and return calls promptlyCheck email and respond to clients promptlyAssist clients with scheduling appointments, fully explaining process to them Act as a barrier between clients and owner, helping them with small tasks (emailing client returns, answering simple questions, assisting with checking refund status, etc.)Instruct clients of new remote appointment process (including 36-hour turnaround) using ShareFile to submit documentationManages calendar, confirming appointments and shifting tasks as needed Inform clients of other changes as needed.Check in procedures - when clients report to office, greet them promptly, have them fill out questionnaire, sign engagement letter and organize all documents prior to sending them in for tax prepCheck out procedures - have client sign documents required by law to process tax return and explain billing process to client. Either have them pay by bank product or out of pocket at time of filing.Report to work during specified work hours, using time clock for accuracy and timely completion of payroll.Filing - client files are to be filed by the end of each business day at a specified time.Gather and address outgoing mail each day at a specified timeIncoming mail should be sorted/routed each day at a specified timeTrack and mail out referral fees according to referral policy.Print client checks and facilitate client pickup according to our policyMake small adjustments to company websiteUpdate client mailing list monthlyOrder and stock supplies.Fax Form 8821s to IRS CAF unit as requested.Create and maintain ShareFile folders for each business clientDetermine accounts receivable at end of busy season and begin collectionsOpen to new challenges and assist with special projects as requested.Able to pick up additional administrative responsibilities when needed.Daily TasksAnswering the phone and assisting each callerFiling client foldersMonitoring schedule for double booking, etc.Referrals - mailing within two daysMailing out client returns as requestedMonitor office supplies, make monthly supply ordersWeekly TasksMaintain client email list in MailChimpFaxing form 8821 off to IRS CAF UnitOther duties as assignedMonthly TasksMonthly client newsletter is to be written and submitted to manager for proofing/editing before being sent out.Create social media content and schedule posts. Interact with clients on social media.Scan client files to shared network drive at end of busy seasonOther duties as assignedJob RequirementsBachelors Degree in Accounting or business-related field requiredProficiency in computer programs, such as Microsoft Word and Excel, and database systemsProficiency in WordPress web builder and MailChimp marketing tool.Basic understanding of the tax laws and regulations - assessment will be given.Using office equipment such as fax machines, copiers, and scannersExcellent interpersonal and communication skillsHaving basic mathematical skillsHandling sensitive and confidential information properlyGood organizational skills and attention to detailMust have reliable transportationMust be able to lift boxes that weigh in excess of 10 poundsDress code should be business casualPersonal calls during business hours are to be limited.Personal calls and personal business are to be handled on lunch break.BENEFITSMedical, DentalNo Travel RequiredExperience: 2-5 YearsEducation: Bachelor's DegreeRelocation Assistance: NoneWork Eligibilty: Green Card, US Citizen