Office Supervisor

4 weeks ago

Red Bank, New Jersey, United States Liberty Tax Service Full time

Job Title: Office Supervisor

Department/Business Unit: Managed Operations

Reports to: District Manager, Managed Operations

Job Summary

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

Key Responsibilities:

  • Manage office operations, ensuring adherence to company policies, procedures, and quality standards.
  • Monitor office performance metrics, including revenue, productivity, and customer satisfaction, and implement 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.

Leadership 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.

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.

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.

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