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Associate Team Leader

3 months ago


Rock Falls, United States H&R Block Full time
Job DescriptionJob Description

What you'll do...

Joining us as an Associate Team Leader, you'll support a single office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office.


Helping others is what H&R Block does best, which means you'll get to see the impact of your work firsthand. You won't prepare taxes in this role, so prior tax preparation experience is not required. You will be a vital part of the team to deliver on the H&R Block brand purpose-to provide help and inspire confidence in our clients and communities everywhere.


You'll begin working a flexible part-time schedule in early December as you ramp up for the busy tax season and transition to a full-time schedule from January through April. After working a successful tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement opportunities.


Day to day, you'll...

  • Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office employees and clients, ensuring quality and consistent execution that will allow us to promote the value of the H&R Block brand
  • Execute and hold all tax office employees accountable to operating procedures execution and client service experience, with escalation to the Multi-Unit Team Leader and management as necessary
  • Serve as point of contact for onsite escalated client service concerns
  • Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and management as necessary
  • Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
  • Lead daily activities to ensure that all tax office employees are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
  • Lead daily huddles and communicate essential information to office employees

What you will bring to the team...

  • Prior experience working in customer service or similar role
  • Strong organizational skills and ability to plan and manage day-to-day office operations
  • Customer-centric mindset and strong communication skills
  • Computer proficient with the ability to use MS Office
  • Demonstrated ability to work independently with minimal supervision
  • Passionate, determined, resilient under stress and a will to win attitude
  • Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
  • High school diploma / equivalent or higher

It would be even better if you also had...

  • Experience supervising or managing people
  • History of delivering outstanding customer experiences

Bilingual candidates strongly encouraged to apply


This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.