Tax Office Manager
4 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 providing leadership and development to a customer-centric team of associates, delivering an outstanding client experience, and achieving all office-related growth objectives.
Key Responsibilities- Partner with District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
- Assist the District General Manager in recruiting and interviewing 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 that 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
- Multi-unit people management experience in the retail, restaurant, banking, or other related industry; management of people within military service positions can also be a good fit
- 2+ years as a Tax Professional
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing, and financial wellness needs.
- Employee Assistance Program with Health Advocate
- Wellbeing program, BetterYou, to help you build healthy habits
- Neurodiversity and caregiver support available to you and your family
- Various discounts on everyday items and services
Benefits with additional eligibility requirements:
- Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan
Check out all available benefits at https://www.hrblock.com/careers/benefits/
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