Associate Team Leader

6 days ago

Monterey Park, California, United States H&R Block Full time
About the Role

We are seeking a highly motivated and organized 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 activities, and ensuring that all tax office associates are scheduled and working efficiently.

Key Responsibilities
  • Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients
  • 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

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing exceptional service to our communities. As a member of our team, you will have the opportunity to work with a dynamic and supportive team, and to develop your skills and expertise in a fast-paced and ever-changing environment.

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