Office Operations Manager

1 day ago

Milwaukee, Wisconsin, United States JTH Tax , Inc. Full time
Job Title: Office Supervisor

Job Summary:

The Office Supervisor is responsible for overseeing the day-to-day operations of individual tax preparation offices. Reporting to the District Manager, the Office Supervisor ensures efficient operations, maintains compliance, and delivers an exceptional customer experience.

Key Responsibilities:
  • 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.
Requirements:
  • 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.

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