Tax Office Operations Manager

2 days ago


Oceanside, 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 Oceanside, California. As a key member of our retail office team, you will play a critical role in delivering exceptional client experiences and driving business results during tax season.

Key Responsibilities
  • Support the Multi-Unit Team Leader in leading a team of tax office associates to consistently exceed client expectations and provide daily operations direction for the tax office.
  • 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 and 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 a 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.
About H&R Block

H&R Block is a leading provider of tax preparation and financial services. We are committed to building a connected culture where trust, care, and connections are how we work together to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

We are an equal opportunity employer and 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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