
201 - 500 employees
Founded 1997
💸 Finance
👥 B2C
💰 $3.3M Series unknown on 2014-04
Finance • B2C
Liberty Tax is a US-based tax preparation and financial services company that helps individuals and small businesses file federal and state tax returns both in-person at franchised and corporate locations and online. It provides related services such as small business bookkeeping, ITIN application support, tax debt resolution, financial product referrals, and franchise opportunities, plus tools and resources for taxpayers.
🔥 2 minutes ago
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201 - 500 employees
Founded 1997
💸 Finance
👥 B2C
💰 $3.3M Series unknown on 2014-04
Finance • B2C
Liberty Tax is a US-based tax preparation and financial services company that helps individuals and small businesses file federal and state tax returns both in-person at franchised and corporate locations and online. It provides related services such as small business bookkeeping, ITIN application support, tax debt resolution, financial product referrals, and franchise opportunities, plus tools and resources for taxpayers.
• Provide guidance on daily business operations, systems, processes, and operational best practices • Build trusted relationships with franchise owners through proactive communication and follow-up • Identify operational trends, risks, and opportunities affecting franchise performance • Provide the Regional Director with timely observations and data for coaching, intervention, and strategic decision-making • Maintain accurate documentation of owner interactions, operational concerns, and office status • Coordinate with cross-functional corporate departments to resolve operational issues • Support operational initiatives, new programs, and process improvements • Develop and maintain workflows, standard operating procedures, and knowledge resources • Leverage reporting, AI tools, and operational data to improve support effectiveness • Serve as an escalation resource and operational advisor for the Ops Support Team • Assist with training and knowledge sharing for the Ops Support Team • Provide operational coaching to build franchise owner capability and accountability • Respond to franchise owner questions regarding daily operations and business processes • Conduct proactive outreach to review operational health • Monitor operational reports and identify offices showing operational risk • Research and resolve complex operational issues with internal departments • Support office openings, transitions, technology adoption, and process execution • Participate in meetings concerning owner performance, operational trends, and improvement opportunities • Analyze recurring issues and recommend process improvements
• Full-time position • Exempt status • Serves as a subject matter expert and escalation resource for the Ops Support Team • Ability to provide operational guidance on systems, processes, and best practices • Ability to analyze operational reports and data to identify risks, trends, and opportunities • Ability to maintain accurate operational documentation and records • Ability to collaborate with cross-functional corporate departments • Ability to develop workflows, standard operating procedures, and knowledge resources • Ability to use reporting, AI tools, and operational data • Ability to provide operational coaching and support training and knowledge sharing
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