Job Description
Job Description
Salary :
Reports To : General Manager and / or CEO
Work Location : In Person / In Office
Job Type : Full-time
Requirements & Qualifications
- Bachelors degree or equivalent in a Technical or related field.
- 35 years of experience in Data Entry, Estate Regulations, or Business Incorporation Services.
- Proven leadership experience (minimum 2 years).
- Strong computer and database knowledge.
- Experience working with proprietary systems or internal databases (such asLeafnet) is a plus.
- Bilingual : English and Spanish (required).
- Excellent analytical, organizational, and problem-solving skills.
- High attention to detail and accuracy.
- Ability to multitask, prioritize, and work independently.
- Customer serviceoriented and proactive attitude.
- Proficiency in Microsoft Office and Microsoft Teams environments.
Job Purpose
The Data Department Manager oversees all data-related operations within theTaxLeaf corporate office, ensuring accurate and timely processing of client services and orders. This role usesLeafnet (TaxLeafs proprietary software)as the primary management tool and serves as a key link between corporate, franchisees, and licensees, maintaining compliance, data integrity, and customer satisfaction.
Key Responsibilities
Department Oversight : Manage day-to-day operations of the data department, supervising a team of three and ensuring all workflows run efficiently.Process Improvement : Evaluate, develop, and implement procedures to increase accuracy, speed, and quality of data services.Data Management : Oversee all data entry, order processing, and client record maintenance using Leafnet and related systems.Compliance & Security : Ensure adherence to company policies, document control standards, and data security regulations.Reporting : Prepare and submit weekly performance reports to the General Manager and CEO, including order summaries and KPIs.Cross-Department Coordination : Maintain strong communication with sales, accounting, and franchise / licensee teams to resolve inconsistencies and improve service flow.Customer Service : Provide responsive and professional support to franchisees and licensees, managing inquiries and urgent requests effectively.System Support : Coordinate updates, troubleshooting, and user feedback for data management systems in collaboration with IT and management.Training & Development : Mentor and train team members, ensuring consistency in procedures and professional growth.Documentation & Recordkeeping : Maintain accurate files, digital records, and logs; manage scanning, faxing, and emailing tasks as needed.Special Projects : Assist leadership with projects or new initiatives within the data department or broader organization.Key Performance Indicators (KPIs)
10%of overdue order processing100%of claims resolved out of total received claimsWork Schedule
Monday to Friday
9 : 00 a.m. 5 : 00 p.m.
Willingness to Travel : Up to twice per year
Employee Benefits
(Available after 6 months of employment)
10 Vacation days per year5 Personal / Sick days per year5 Work-from-home days per year8 Paid holidays per yearExperience Requirements
Data Management : 3 years (Required)Leadership / Supervisory : 2 years (Required)Languages : English (Required), Spanish (Required)