Office Supervisor, Managed Operations

Responsibilities

• 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.
• 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.
• 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.
• Lead recruitment and onboarding of seasonal staff.
• Provide training, coaching, and performance feedback to all office employees.
• Foster a collaborative, high-performing team culture.
• Execute local marketing strategies to promote office visibility and drive business growth.
• Participate in outreach initiatives to attract new clients and build brand awareness.
• 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.

Requirements

• 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.