Tax Office Operations Manager

2 days ago


Lockport, New York, United States H&R Block Full time
About the Role

We are seeking an experienced and customer-focused Associate Team Leader to join our team at H&R Block. As a key member of our tax office team, you will be responsible for providing exceptional client service, leading daily operations, and ensuring the success of our tax office during peak season.

Key Responsibilities
  • Support the Multi-Unit Team Leader in leading the tax office team and ensuring quality client service execution.
  • Execute and hold 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 daily activities to ensure that all tax office associates are scheduled and work is completed according to deadlines.
  • Lead daily huddles and communicate essential information to office associates.
Requirements
  • Prior experience working in customer service or a 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.
  • High school diploma / equivalent or higher.
About H&R Block

H&R Block is a global leader in tax preparation and financial services. We are committed to providing exceptional client service and creating a connected culture where everyone feels safe to bring their authentic self to work every day.

We offer a range of benefits to support the well-being of our associates, including an Employee Assistance Program, wellbeing program, and discounts on everyday items and services.

Join our team and be part of a dynamic and inclusive work environment that values diversity and inclusion.



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