Office Supervisor-Managed Operations CA

Liberty Tax•Garden Grove, CA
•$20 - $26•Onsite

About The Position

The Office Supervisor oversees the daily operations of a single Liberty Tax office within the Managed Operations structure. The role provides leadership to office staff, ensures compliance with company procedures, drives operational performance, and delivers exceptional customer service. The Office Supervisor serves as a key liaison between the tax office and Regional Leadership. The position is seasonal and non-exempt. It involves supervising office employees, including Tax Preparers and administrative personnel, and managing office operations throughout tax season.

Requirements

  • Strong leadership and organizational skills.
  • Ability to multitask and prioritize in a fast-paced environment.
  • Excellent verbal and written communication abilities.
  • Customer-focused mindset and strong interpersonal skills.
  • Experience using Microsoft Office Suite and tax preparation software.
  • Ability to work independently and manage staff performance effectively.
  • Must have a PTIN or be eligible to receive one.
  • Must be able to obtain CTEC Certification through the State of California upon hire. If hired before December 16, certification must be obtained before January 1; if hired after December 16, it must be obtained within two weeks of employment.
  • High school diploma or equivalent required.
  • At least 1–2 years of office management or supervisory experience.
  • Must be able to work evenings and weekends during peak season.
  • Position requires working at a desk or in an office for extended periods; occasional lifting of supplies up to 25 pounds; and standing and walking for short periods.

Nice To Haves

  • At least 3 years of previous tax preparation experience is preferred.
  • Associate's degree or higher preferred.
  • Prior tax preparation or financial services experience is a plus.

Responsibilities

  • Manage the office's day-to-day operations, effective workflow, and professional environment.
  • Oversee staffing, scheduling, and supervision of Tax Preparers and administrative personnel.
  • Monitor and report office performance metrics, and address operational issues.
  • Ensure exceptional client service throughout tax season and serve as the main contact for client concerns, resolving them promptly and professionally.
  • Maintain a clean and welcoming office environment.
  • Ensure adherence to company policies and procedures and compliance with applicable federal, state, and local regulations.
  • Monitor tax return preparation accuracy and assist staff with technical or compliance-related questions.
  • Lead recruitment and onboarding of seasonal staff.
  • Train, coach, and provide performance feedback to office employees, fostering a collaborative, high-performing team culture.
  • Execute local marketing strategies and participate in outreach initiatives to attract clients, promote office visibility, and build brand awareness.
  • Ensure daily operational reports are completed and submitted.
  • Maintain organized, accurate documentation for client files, employee schedules, and performance metrics.
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