Office Supervisor, Managed Operations

Liberty Tax•Anna, TX
•$18 - $21

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 acts as a key liaison between the tax office and Regional Leadership.

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.
  • High school diploma or equivalent required.
  • Minimum of 1–2 years of office management or supervisory experience.
  • Must be able to work evenings and weekends during peak season.

Nice To Haves

  • Minimum 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 day-to-day office operations, ensuring effective workflow and a professional environment.
  • Oversee staffing, scheduling, and supervision of Tax Preparers and administrative personnel.
  • Monitor and report office performance metrics, addressing operational issues.
  • Ensure exceptional client service throughout the tax season and serve as the main contact for client concerns, resolving issues promptly and professionally.
  • Maintain a clean, 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.
  • Provide training, coaching, and performance feedback to office employees, and foster a collaborative, high-performing team culture.
  • Execute local marketing strategies and participate in outreach initiatives to promote the office, attract clients, and build brand awareness.
  • Ensure daily operational reports are completed and submitted.
  • Maintain organized and accurate documentation for client files, employee schedules, and performance metrics.
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