Tax Office Manager

4 weeks ago


Saint Ann, Missouri, United States H&R Block Full time
Job Title: Team Leader

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.

Our end goal is simple:

bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block

As a Team Leader, you'll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office.

You'll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives.

We'll help you advance your knowledge and skills you'll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates.

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

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
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