Tax Office Manager

3 weeks ago


Rancho Santa Margarita, California, United States H&R Block Full time

About the Role:

We are seeking a highly skilled and motivated Associate Team Leader to join our team at H&R Block. As a key member of our team, you will be responsible for supporting the Multi-Unit Team Leader and serving as the onsite point of contact for tax office associates and clients.

Key Responsibilities:

  • Execute and hold all tax office associates accountable to Service Standards execution and client service experience.
  • Serve as point of contact for onsite escalated client service concerns.
  • Ensure clients are scheduled properly and conflicts are resolved.
  • 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 associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals.

Requirements:

  • 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.
  • Positive attitude.
  • Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs.

About H&R Block:

We believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.


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