Tax Office Associate

6 days ago


Oakland, 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 an Associate Team Leader, 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. Your primary focus will be on ensuring quality and consistent execution that will allow us to promote the value of H&R Block.

Key Responsibilities
  • Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block
  • Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
  • Serve as point of contact for onsite escalated client service concerns
  • Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
  • 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
  • Lead daily huddles and communicate essential information to office associates
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

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