{"id":52699,"date":"2017-09-23t05:00:34","date_gmt":"2017-09-23t09:00:34","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52699"},"modified":"2017-09-27t18:08:09","modified_gmt":"2017-09-27t22:08:09","slug":"tax-resolution-staff-roles-responsibilities","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/09\/23\/tax-resolution-staff-roles-responsibilities\/","title":{"rendered":"tax resolution staff roles and responsibilities"},"content":{"rendered":"
<\/a>not all preparers are the same.<\/strong><\/p>\n by jassen bowman<\/i> it is vital that all tax office staff thoroughly understand their role within the organization and comprehend their responsibilities.<\/p>\n more:<\/b> case study: building a tax resolution business<\/a> | market to your ideal clients<\/a> | one-step vs. two-step marketing<\/a> | tax resolution: a lucrative opportunity<\/a> | 5 reasons your firm training needs nano learning<\/a> | how to turn routine cpe into a new marketing opportunity<\/a> cultivating a culture of innovation is important, especially for a rapidly growing organization, but order must also be maintained. when everybody knows what\u2019s expected of them, life becomes much happier and people work better together. one of the most important and most demanding jobs in your office is that of your front desk person. in most organizations, this is a thankless job, and typically the lowest paying (which it shouldn\u2019t be, to be honest).<\/p>\n the front desk person is not only very visible, but their attitudes, dress, mannerisms, etc., are all observed by every client who walks through the door and every person who calls on the phone. your front desk person needs to be:<\/p>\n finding such a person is not easy! too many tax professionals assume that just anybody can be a great front desk person, but it\u2019s simply not true. take the time to find the right person for this \u2013 it\u2019s genuinely more important to fill this role with the exact right person than even your seasonal tax preparer openings.<\/p>\n primary position responsibilities:<\/p>\n if you are hiring seasonal tax preparers, these individuals serve as the primary point of contact between your business and your clients. unlicensed, seasonal tax preparers are part customer service reps, part data entry personnel and part tax professional. tax preparers can possess a wide range of skills, abilities and experience.<\/p>\n above all else, a tax preparer should never be tasked with a tax return that is beyond their ability level.<\/p><\/blockquote>\n it is suggested that you create and maintain several defined levels of tax preparer within your office, which correspond to return difficulty. for example:<\/p>\n basic preparer: <\/strong>limited to returns with only w-2 income, schedules a & b, eic, and child-related tax credits.<\/p>\n junior preparer: <\/strong>schedule c, d, & e returns, education credits, complex schedule a items (casualty losses, 2106, etc), amended returns, etc.<\/p>\n senior preparer: <\/strong>farm returns, amt situations, prior year returns, 1120\/1065 returns, etc.<\/p>\n primary position responsibilities:<\/p>\n this entire post is based on an appointment-based business model. in most such offices, the work of the tax preparer will be reviewed by another person. the reviewer might be the business owner, or another tax preparer at the same or higher level. after the return has been reviewed, the client then makes another appointment to come in to sign documents, pick up return copies, pay and e-file.<\/p>\n return delivery may be solely the responsibility of the business owner, or be sent back to the tax preparer. there various ways to structure the process of return review, client delivery and fee collection. even if these tasks are distributed across multiple individuals, they still need to be accomplished.<\/p>\n based on your own staffing and work flow, this is the staff role that you will probably need to customize most extensively.<\/p><\/blockquote>\n primary position responsibilities:<\/p>\n your office manager, if you have one, is the glue that holds your staff together. if you don\u2019t have a dedicated office manager, then the majority of these responsibilities inevitably fall to the business owner. if you are trying to grow your practice, the following list of common responsibilities should make it quite clear that you need to hire an office manager.<\/p>\n primary position responsibilities:<\/p>\n for small tax firms, this role will normally be filled by the business owner. however, in larger firms there may be a dedicated marketing manager who handles lead generation, lead followup and related tasks. other firms may split the associated roles and responsibilities between multiple people, such as the office manager and an administrative assistant.<\/p>\n regardless of how the marketing manager position is split up, one thing is certain:<\/p>\n this is the single most important role within the entire tax firm.<\/p><\/blockquote>\n no marketing = no clients = no revenue. that\u2019s an equation for sadness right there.<\/p>\n responsibilities:<\/p>\n you may be surprised to see this particular position listed in a tax office guide. however, a dedicated part-time telemarketer can be a great aid to your tax office for a number of reasons. for the dedicated tax resolution firm in particular, telemarketing used as an adjunct to your other lead generation activities will drastically increase your overall marketing roi.<\/p>\n primary position responsibilities:<\/p>\n not all tax firms will have a licensed tax professional on board. for those firms offering full-service collections representation (“tax resolution\u201d), appeals representation and other services that require a licensed tax professional, this role obviously needs to be filled. for many firms, this may be the business owner also, of course.<\/p>\n if you are an unlicensed return preparer, bear in mind that the irs has severely restricted your already limited representation rights (see rev. proc. 2014-42). in order for you to actually perform tax resolution work, you must<\/strong> be an ea, cpa or attorney \u2013 this simply isn\u2019t optional. if you think that you can get away with just becoming an afsp participant, you are sadly mistaken. if you\u2019re going to take the afsp exam anyway, suck it up and take the special enrollment exam and become an ea. ok, end of rant.<\/p>\n primary position responsibilities:<\/p>\n if your firm offers year-round bookkeeping services, a dedicated bookkeeper can be a valuable asset to your business. despite the growing use of services such as quickbooks online and xero, most small businesses still need significant assistance with their internal bookkeeping processes. filling this position on even a part-time basis can drastically increase your profitability and leverage your own time.<\/p>\n primary position responsibilities:<\/p>\n if your firm offers payroll services in volume, and you choose not to outsource this function to another company, then a dedicated payroll processor will be necessary on at least a part-time basis. this role can often also be filled by your bookkeeper or an administrative assistant who is capable of performing the associated tasks.<\/p>\n primary position responsibilities:<\/p>\n technology note: i have become a big fan of online payroll provider gusto.com. they have a very firm-friendly partner program, and they take their relationships with their tax and accounting firm partners very seriously. most small firms will be better off working with gusto as a partner instead of processing payroll internally for both themselves and their clients.<\/p>\n","protected":false},"excerpt":{"rendered":"
\ntax resolution systems<\/i><\/a><\/p>\n
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\n<\/p>\nreceptionist \/ customer service representative<\/h3>\n
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tax preparer<\/h3>\n
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return review\/delivery<\/h3>\n
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office manager<\/h3>\n
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marketing manager<\/h3>\n
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telemarketer<\/h3>\n
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licensed tax professional<\/h3>\n
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bookkeeper<\/h3>\n
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payroll processor<\/h3>\n
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