Office Supervisor, Managed Operations
About The Position
The Office Supervisor oversees the daily operations of a single Liberty Tax office within the Managed Operations structure. The role leads office staff, ensures compliance with company procedures, supports operational performance, and delivers exceptional customer service. The Office Supervisor serves as a key liaison between the tax office and Regional Leadership. The position involves managing office workflow and staffing, handling client concerns, monitoring tax return accuracy and operational metrics, and recruiting, training, and coaching seasonal employees. It also includes carrying out local marketing and community outreach, and maintaining operational reports and organized records. The role is seasonal and requires evening and weekend availability during peak 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.
- 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.
- Able to work at a desk or in an office for extended periods; may need to lift supplies up to 25 pounds and stand or walk for short periods.
Nice To Haves
- Minimum of 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, workflow, and the professional office 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, serve as the main contact for client concerns, and resolve issues 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.
- 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.
- Complete and submit daily operational reports.
- Maintain organized and accurate client files, employee schedules, and performance metric documentation.
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What This Job Offers
Career Level
Manager
Education Level
High school or GED
