Do you have “production expectations” where you work? We have them at target distribution. You need to hit them the majority of the time. They have a 6 week rolling average so you can have off days. What’s the expectation like at your work? Is it reasonable? Do your leaders treat you fairly with them?

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A sad but true story about pushing the numbers:

I used to work for the oldest and largest retail tax preparation company, “big green”, as a tax preparer. For many years tax preparers were told to build their book of business to encourage customer loyalty and satisfaction. We were paid by commission with an hourly draw rate against the commission. This discouraged unproductive time. Accuracy was also stressed.

Then the company hired a new area manager that managed all the offices in our area. He came up with some new rules: Accuracy no longer mattered. Preparers had one hour to complete a return, no matter how complex it was, or whether it was a new or returning client. Taking longer would invite “productivity review” sessions. His new motto was, “It’s a numbers game baby, I don’t care if they’re right or wrong, just get the returns paid and out the door! Keep those numbers high”.

His second new rule was “your book of business no longer matters”. (But we were still paid on commission). Anyone could now do any clients return. This was done to facilitate his “Cute Young Pet” (CYP) quickly building up her own book of business so she could be an “exalted leader” of preparers. The manager didn’t care that CYP was brand new and had only taken the basic beginner’s class. She later had help with answers from a senior preparer when taking exams for higher certifications. In her very first year the manager had her doing the most complex returns that that were for the clients of the most senior preparer who did the most complex returns. The returns were on hold because the client needed to bring in more information to be able to accurately complete the return. None of the other advanced preparers would touch them because they knew the high level of difficulty and that significant amounts of information were still needed , but CYP said, “Sure I’ll do them!” She was able to clear out the advanced returns on hold to get them “paid and out the door”. Too bad for the clients that CYP didn’t know what she was doing. Her clients started bringing in stacks of IRS letters as a result of all the mistakes she made. The manager didn’t care because he got his numbers.

So in the end, CYP did 600 tax returns in her first season. (The typical first year preparer does about 90-100). She did it mostly by poaching from other preparers books of business. It typically takes many years to build a book of business of that size. The manager was able to hold her up as a shining new star. The area manager was promoted to district manager and trained his replacement to do the same that he did and to make sure that CYP continued to get preferential treatment in his absence. The senior preparers had much lower incomes due to losing clients to CYP. Most of them are now no longer with the company. With only a very few senior preparers left, all the offices in the area are staffed with mostly newbies who don’t know CYPs history and are told to look up to her “shining example”. If they only knew.

OP mentioned working for Target. Maybe I should mention that the CEO of “big green” was a former CEO of Target before moving to “big green”. He’s very much numbers driven. At “big green” at least, customer care was nothing more than hot air. Employee care was nonexistent for tax preparers. Apparently, corporate full time office employees are treated well.

This brings up another issue with Indeed and Glassdoor, in that the employee ratings in their satisfaction surveys don’t distinguish between corporate owned companies and franchises. I’ve noticed that employee satisfaction is much higher with the franchisee and much lower with corporate ownership, at least at “big green”.

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Interesting insights!

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