Tax Office Associate

2 weeks ago


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

We are seeking an experienced Associate Team Leader to join our team at H&R Block in Martinez, California. As a key member of our retail office team, you will be responsible for supporting the Multi-Unit Team Leader and serving as the onsite point of contact for tax office associates and clients.

Key Responsibilities
  • 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
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
What We Offer

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.

As a member of our team, you will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.


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