Tax Office Associate

2 weeks ago


Montclair, New Jersey, United States H&R Block Full time
About the Role

We are seeking a highly motivated and customer-focused Associate Team Leader to join our team at H&R Block. As a key member of our retail office team, you will be responsible for providing exceptional client service, leading daily operations, and ensuring that our clients receive the highest level of service.

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
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 offer a range of benefits, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan. We also have a range of discounts on everyday items and services, as well as a wellbeing program to help you build healthy habits.



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