Tax Office Manager
22 hours 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 guidance to a team of tax professionals, ensuring that they have the necessary skills and knowledge to deliver exceptional client service.
You will work closely with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage office community involvement. Additionally, you will assist in recruiting and interviewing candidates for tax office associate positions, serve as a point of contact for onsite escalated client service concerns, and ensure that clients are scheduled properly and conflicts are resolved.
Key Responsibilities:
- Partner with District General Manager to create and implement office-level growth plans
- Assist 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
Requirements:
- 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 1 (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
What We Offer:
- Competitive pay and benefits package
- Opportunities for professional growth and development
- A collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
How to Apply:
Please submit your application materials by October 17, 2024. We look forward to hearing from you
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