Office Supervisor, Managed Operations jobs in United States
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Liberty Tax · 3 weeks ago

Office Supervisor, Managed Operations

Liberty Tax is a tax preparation company, and they are seeking an Office Supervisor for their Managed Operations. The Office Supervisor will oversee daily operations, provide leadership to staff, ensure compliance with procedures, and deliver exceptional customer service.

AccountingFinancial ServicesLegal

Responsibilities

Manage day-to-day operations of the office, ensuring effective workflow and a professional environment
Oversee staffing, scheduling, and supervision of office employees including Tax Preparers and administrative personnel
Monitor and report office performance metrics, addressing any operational issues
Ensure delivery of exceptional client service throughout the tax season
Serve as the main point of contact for client concerns, resolving issues quickly and professionally
Maintain a clean, welcoming office environment that promotes positive customer experience
Ensure adherence to all company policies and procedures
Maintain compliance with federal, state, and local regulations applicable to tax operations
Monitor return preparation accuracy and assist staff with technical or compliance-related questions
Lead recruitment and onboarding of seasonal staff
Provide training, coaching, and performance feedback to all office employees
Foster a collaborative, high-performing team culture
Execute local marketing strategies to promote office visibility and drive business growth
Participate in outreach initiatives to attract new clients and build brand awareness
Ensure completion and submission of daily operational reports
Maintain organized and accurate documentation for client files, employee schedules, and performance metrics

Qualification

Tax preparation experienceLeadership skillsMicrosoft Office SuiteCustomer service skillsMultitasking abilityStaff managementPerformance feedbackOffice management experienceOrganizational skillsCommunication abilitiesInterpersonal skillsIndependent work

Required

Strong leadership and organizational skills
Ability to multitask and prioritize in a fast-paced environment
Excellent verbal and written communication abilities
Customer-focused mindset with strong interpersonal skills
Experience using Microsoft Office Suite and tax preparation software
Ability to work independently and manage staff performance effectively
Must have PTIN or eligible to receive
Minimum 3 years previous tax preparation experience is preferred
High school diploma or equivalent required
Minimum of 1-2 years of office management or supervisory experience

Preferred

Associate's degree or higher preferred
Prior tax preparation or financial services experience is a plus

Company

Liberty Tax

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Liberty Tax is a tax preparation franchise that offers professional tax services.

Funding

Current Stage
Public Company
Total Funding
$3.3M
2020-06-25IPO
2014-03-24Series Unknown· $3.3M

Leadership Team

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Dori Miller
Owner, CEO
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Jason Broschinsky, EA, CPA
Franchisee, CEO, CFO
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Company data provided by crunchbase