Associate Team Leader

4 days ago


Monterey Park, California, United States H&R Block Full time
About 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 strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.

Job Summary

We are seeking an Associate Team Leader to support a single retail office during tax season. As a key member of our team, you will be responsible for ensuring quality and consistent execution, executing and holding associates accountable to Service Standards, and serving as a point of contact for onsite escalated client service concerns.

Key Responsibilities
  • Support the Multi-Unit Team Leader and serve 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
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
  • High school diploma / equivalent or higher
What We Offer

We believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. We offer a range of benefits, including medical coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.

Why Work for Us

We are an equal opportunity employer and welcome and celebrate diversity in the workplace. We are committed to building a connected culture where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.


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