The 9 Types of Team Members you Will Encounter in the Tax Industry
In last week’s blog we discussed nine different management styles you may deal with or fall under in the workplace. So it feels only right that for this week’s blog we turn our attention to the amazing people who make your tax business run, the team members. Your team of tax professionals make up the heart of your tax practice so understanding how to get the most productivity out of them as well as keep them happy is vital for a successful tax season.
Stable
Let’s start with every manager’s favorite type of employee, the Stable Employee. Characterized by their lack or risk taking and enjoyment of their stable work environment. The best method to motivate this type of employee is to reassure them of the success of the business and the stability of their position.
Friendly
Your more extroverted team members may fall into this category. Those in the friendly category generally get along with their peers and thrive in a group setting with opportunities to socialize outside of work.
Stars
The stars of your tax practice are those who consistently hit their targets, communicate effectively with clients, and bring in the most revenue. While your star team members can usually motivate themselves effectively, giving them recognition for their accomplishments can add some additional fuel to the fire.
Director
People who fall into the Director category are more likely to enjoy leadership positions. They will jump at any opportunity to take a leadership role and often want to head up projects. Motivate this type of team member by giving them additional responsibilities such as approving returns before transmission or handling client management.
Money
There’s nothing wrong with wanting to make more money and this category of team members exemplifies this perfectly. Those motivated by money can be hard to keep around as they will be consistently looking for new opportunities to earn more. You can motivate them by offering commissions on returns, motivating them to file more returns and bring in more clients.
Experts
Those in the tax industry who pride themselves on knowledge and experience. Tax preparers that fall into the Expert category are motivated by professional development which makes up a large part of a tax professional’s off season time.
Creatives
These are your creative problem solvers and innovators. They will often offer constructive feedback to the ideas of others and enjoy a challenge they can think their way out of. While creatives can often struggle with routine work, they can be motivated with different projects and innovations within the workplace.
Free Spirit
These types of employees desire freedom beyond anything else. They desire the freedom to choose how they work and to move at their own pace. Giving these types of team members additional responsibilities as well as trusting them to get their work done is vital for motivating them.
Entertainers
This type of employee is easy going and the life of the party. They are the people your clients will love! Motivate them with a desirable work-life balance and by giving them plenty of chances to interact with your clients.
There you go! Nine types of team members you may have at your tax practice and the best methods for motivating them. If you found this article helpful and don’t want to miss out on the next one then consider signing up to receive email notifications whenever a new article is published.
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