Tax Office Manager
2 weeks ago
We are seeking a highly motivated and experienced Team Leader to join our team at H&R Block. As a Team Leader, you will be responsible for leading a team of tax professionals and providing exceptional customer service to our clients.
Key Responsibilities- Lead a team of tax professionals to achieve business objectives and provide exceptional customer service
- Develop and implement office-level growth plans, including local partnerships and community involvement
- Recruit and interview candidates for tax office associate positions
- Serve as point of contact for onsite escalated client service concerns
- Ensure clients are scheduled properly and conflicts are resolved
- Lead daily activities to ensure all tax office associates work is completed according to deadlines, with attention to quality standards, priorities, and overall goals
- Build an engaging team environment by training and coaching associates to execute on Service Standards, recognizing outstanding associate contributions
- Lead daily team meetings and communicate essential information to tax office associates
- Create associate work schedules and ensure accurate timekeeping and overtime management
- Prepare tax returns, as required
- Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
- Prior experience working in a customer service, shift leader, or similar role
- Experience supervising or managing people
- Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns)
- Annual completion of 10 hours of continuing education and ability to meet all other IRS and applicable state requirements
- Computer proficient with the ability to use MS Office
- Demonstrated ability to work independently with minimal supervision
- Passionate, determined, and resilient with a customer-centric mindset
- Able to work a flexible work schedule and flexibility in work assignments based on business needs
- High school diploma/equivalent or higher
H&R Block is a global leader in tax preparation and financial services. We are committed to providing exceptional customer service and helping our clients achieve their financial goals. Our team is passionate about making a difference in the lives of our clients and communities.
What We Offer- A competitive salary and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
- Recognition and rewards for outstanding performance
If you are a motivated and experienced leader who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.
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