Office Supervisor

Job Title: Office Supervisor, Managed Operations                                                                       

Department/Business Unit: Managed Operations               

Reports to: District Manager, Managed Operations                                                         

Status: Seasonal

FLSA Status: Non-Exempt

Job Summary

The Office Supervisor oversees the day-to-day operations of individual tax preparation offices. Reporting to the District Manager, the Office Supervisor is responsible for ensuring efficient operations, maintaining compliance, and delivering an exceptional customer experience.

Responsibilities/Duties

 Office Operations Management

• Manage the daily operations of the tax preparation office, ensuring adherence to company policies, procedures, and quality standards
• Monitor office performance metrics, including revenue, productivity, and customer satisfaction, implementing strategies to improve efficiencies
• Oversee staffing and scheduling, ensuring adequate coverage and optimal utilization of tax preparers and support staff
• Maintain a clean, organized, and professional office environment, ensuring compliance with health and safety regulations
• Coordinate and execute marketing initiatives for the designated office.

 Staff Supervision and Development

• Recruit, train, and develop office staff, fostering a culture of customer service and continuous improvement
• Provide ongoing coaching, feedback, and performance management to tax preparers and support staff
• Conduct regular meetings and training sessions to ensure staff knowledge and skills remain up-to-date
• Promote employee engagement, recognition, and career development opportunities

Customer Service Excellence

• Ensure exceptional customer service is delivered consistently, addressing customer inquiries, concerns, and complaints in a timely and professional manner
• Monitor customer feedback and implement strategies to enhance the overall customer experience
• Maintain a thorough understanding of Liberty Tax's products and services to effectively assist customers and promote additional offerings

Compliance and Quality Assurance

• Ensure strict adherence to all applicable laws, regulations, and company policies within the office
• Conduct regular quality assurance checks on tax returns and client documentation to maintain high standards and minimize errors
• Identify and mitigate operational risks, implementing appropriate controls and corrective actions
• Maintain accurate and compliant records, preparing reports as required

Financial Management

• Manage office budgets, closely monitoring financial performance and implementing cost-saving measures as needed
• Ensure accurate and timely reporting of financial data and adherence to accounting practices
• Implement strategies to drive revenue growth and profitability for the office

Qualifications:

• Strong leadership, decision-making, and problem-solving abilities
• Excellent customer service and interpersonal skills
• Proficient in office management, budgeting, and financial reporting
• Extensive knowledge of relevant tax laws, regulations, and industry best practices
• Familiarity with tax preparation software and office productivity tools

Education and Experience

• Associate's degree in business administration, Accounting, or a related field; bachelor's degree preferred or the equivalent through a combination of education and related work experience.
• 3 years of experience in a supervisory or managerial role, preferably within the tax preparation or financial services industry

Physical Requirements

Position requires working at a desk for periods of time. Position may require lifting objects up to 20lbs. 

Work Environment 

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions.

Employee Acknowledgement

This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions.  While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed.

Liberty Tax Service is an equal opportunity employer.