Tax Office Manager

4 weeks ago


Mission Viejo, California, United States H&R Block Full time
Job Title: Multi-Unit Team Leader

Job Summary:

We are seeking a highly motivated and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for leading a team of tax professionals in multiple offices, providing guidance and support to ensure exceptional client service and achieving business growth objectives.

Key Responsibilities:

  • Manage office staffing, operations, and logistics for multiple offices with support from Associate Team Leaders
  • Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets
  • Assist DGM in recruiting and interviewing candidates for tax office associate positions
  • Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
  • Lead daily team meetings and communicate essential information to tax office associates
  • Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management for associates in all offices
  • Travel between offices as required
  • May prepare tax returns as needed, upon successful completion of the Income Tax Course or Tax Knowledge Assessment

Requirements:

  • People management experience, with the demonstrated ability to grow and develop associates
  • Demonstrated aptitude for growth plan execution and ability to lead towards growth culture
  • Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision
  • Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
  • Computer proficient with the ability to use MS Office
  • Bachelor's degree in a related field, or high school diploma with the equivalent combination of experience
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns)

What We Offer:

  • Competitive pay and benefits package
  • Opportunities for career growth and development
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance

Why Work for 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.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.



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