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 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 efficiency
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.
