To apply:
Please email your resume to Storen@storenfinancial.com.
Administrative Supervisor – Tax
The Administrative Supervisor will directly supervise the administrative department, providing positive, encouraging leadership, driving process improvements, and ensuring excellent client service delivery. This position requires an organized, detail-oriented, and process-driven leader who can effectively maintain team morale and execution speed during high-stress, fast-paced tax seasons. The Supervisor will work closely and report directly to the Tax Operations Director to align administrative workflows with firm-wide compliance and deadline goals. We are seeking a team member who can execute these specialized supervisory responsibilities exceptionally while demonstrating core Storen Financial values and ethics.
Job Duties and Responsibilities
Tax Workflow & Team Supervision
- Supervise, mentor, and staff the administrative team, acting as the primary point of escalation and daily resource.
- Coordinate the end-to-end tax administrative pipeline, including client onboarding, data entry, document scanning, electronic assembly, and secure delivery of finalized tax returns.
- Manage the administrative team schedule and capacity planning to ensure optimal coverage for peak tax deadlines and extension seasons.
- Oversee data integrity and operational accuracy within the CRM system, specifically for tracking client tax statuses, milestones, and signatures.
- Assist the Tax Operations Director in hiring, onboarding, and training seasonal administrative staff to handle peak volume during busy season.
Process Improvement & Strategy
- Create, modify, and implement standardized administrative workflows to reduce turnaround times and improve data accuracy during tax season.
- Develop and maintain comprehensive, written policy documentation for all tax administrative procedures and software tools.
Client Service Coordination
- Ensure prompt, accurate, and secure delivery of client deliverables, tax packages, and electronic signature requests.
- Oversee secure incoming and outgoing physical and digital data, including sensitive IRS mailings, e-faxes, and client documentation.
Experience and Skills
Skills and Abilities
- High-energy leadership with the ability to motivate, influence, and keep a team calm under tight compliance deadlines.
- Strong process-mapping skills, with a proven capability to drive workflow improvements and challenge inefficient habits.
- Analytical problem solver with meticulous attention to detail regarding data entry and document tracking.
- Tech-savvy operator with a strong willingness and aptitude to learn complex, industry-specific software and database tools.
- Flexibility to work extended hours to meet strict IRS and state tax deadlines.
Education and Background
- Minimum 3–5 years of professional office or team supervision experience, ideally within a CPA firm, tax practice, or financial services environment.
- Experience with the Salesforce CRM tool is preferred.
- Proficiency in MS Office Suite (Outlook, Word, Excel, OneNote) is required.
Benefits and Pay
- Pay: $23-25 an hour
- Bonus: Opportunity for performance-based bonus
- Schedule: 32 hour/week May through December; 40 hour/week with overtime opportunities January – April
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward-thinking innovations and dedicated customer service.
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