Office Supervisor, Managed Operations

Liberty Tax; Appleton (WI); On-site; USD 42,000 - 54,000; Part time

Job summary

Liberty Tax is seeking an Office Supervisor to oversee a single Liberty Tax office during the busy season. You will lead staff, ensure compliance with procedures, and drive service quality while coordinating with Regional Leadership.

Responsibilities include office management, client service excellence, staff training, and reporting. The role requires PTIN eligibility and prior tax-prep experience. Evening/weekend hours may be required during peak season.

Qualifications

• Strong leadership and organizational skills.
• Excellent verbal and written communication abilities.
• Experience using Microsoft Office Suite and tax preparation software.
• Must have PTIN or eligible to receive
• Minimum 3 years previous tax preparation experience is preferred
• High school diploma or equivalent required; associate's degree or higher preferred

Responsibilities

• Office Management: Manage day-to-day operations of the office, ensuring effective workflow and a professional environment.
• Customer Service: Ensure delivery of exceptional client service throughout the tax season; main contact for client concerns.
• Compliance and Accuracy: Ensure adherence to company policies and regulatory requirements; monitor return preparation accuracy.
• Staff Leadership and Development: Lead recruitment/onboarding of seasonal staff; provide training and feedback.
• Marketing and Community Engagement: Execute local marketing strategies to promote office visibility and attract clients.
• Documentation and Reporting: Ensure completion and submission of daily operational reports; maintain documentation for client files and performance metrics.

Skills

Leadership

Communication

Multitasking

Customer focus

Office software

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Microsoft Office Suite

Tax preparation software

Job description

Operations Reports to: Regional Leadership

Status: Seasonal

FLSA Status: Non-Exempt

Job Summary

The Office Supervisor is responsible for overseeing the daily operations of a single Liberty Tax office within theManaged Operations structure. This 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.

Responsibilities/Duties

Office Management:

• Manage day-to-day operations of the office, ensuring effective workflow and a professional environment.
• Oversee staffing, scheduling, and supervision of office employees including Tax Preparers and administrative personnel.
• Monitor and report office performance metrics, addressing any operational issues.

Customer Service:

• Ensure delivery of exceptional client service throughout the tax season.
• Serve as the main point of contact for client concerns, resolving issues quickly and professionally.
• Maintain a clean, welcoming office environment that promotes positive customer experience.

Compliance and Accuracy:

• Ensure adherence to all company policies and procedures.
• Maintain compliance with federal, state, and local regulations applicable to tax operations.
• Monitor return preparation accuracy and assist staff with technical or compliance-related questions.

Staff Leadership and Development:

• Lead recruitment and onboarding of seasonal staff.
• Provide training, coaching, and performance feedback to all office employees.
• Foster a collaborative, high-performing team culture.

Marketing and Community Engagement:

• Execute local marketing strategies to promote office visibility and drive business growth.
• Participate in outreach initiatives to attract new clients and build brand awareness.

Documentation and Reporting:

• Ensure completion and submission of daily operational reports.
• Maintain organized and accurate documentation for client files, employee schedules, and performance metrics.

Qualifications

• Strong leadership and organizational skills.
• Ability to multitask and prioritize in a fast-paced environment.
• Excellent verbal and written communication abilities.
• Customer-focused mindset with strong interpersonal skills.
• Experience using Microsoft Office Suite and tax preparation software.
• Ability to work independently and manage staff performance effectively.
• Must have PTIN or eligible to receive
• Minimum 3 years previous tax preparation experience is preferred

Education and Experience

• High school diploma or equivalent required; associate's degree or higher preferred.
• Minimum of 1-2 years of office management or supervisory experience.
• Prior tax preparation or financial services experience is a plus.

Physical Requirements

Position requires working at a desk or in an office environment for extended periods. May require occasional lifting of supplies up to 25 pounds. Position may also require standing and walking for short periods. Must be able to work evenings and weekends during peak season.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. While performing the duties of this job, the employee may be exposed to adverse weather conditions for small periods of time.

Employee Acknowledgement

This job description is not intended to be an exhaustive list of responsibilities, skills, duties, or requirements. Liberty Tax Service reserves the right to revise the functions of the job or to require that additional or different tasks be performed when business needs change.

Liberty Tax Service is an equal opportunity employer.