Tax Office Manager

3 weeks ago


North Lindenhurst, New York, United States H&R Block Full time
Job Title: Team Leader

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 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. It's an exciting time to be a part of H&R Block

As a Team Leader, you'll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office.

You'll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives.

We'll help you advance your knowledge and skills you'll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates.

Responsibilities:

Partner with District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement

Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions

Serve as point of contact for onsite escalated client service concerns

Ensure clients are scheduled properly and conflicts are resolved

Lead daily activities to ensure that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals

Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate contributions

Lead daily team meetings and communicate essential information to tax office associates

Create associate work schedules and ensure accurate timekeeping and overtime management

Prepare tax returns, as required

Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns

Requirements:

Prior experience working in a customer service, shift leader, or similar role

Experience supervising or managing people

Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course 1 (if preparing tax returns)

Annual completion of 10 hours of continuing education and ability to meet all other IRS and applicable state requirements

Computer proficient with the ability to use MS Office

Demonstrated ability to work independently with minimal supervision

Passionate, determined and resilient with a customer-centric mindset

Able to work a flexible work schedule and flexibility in work assignments based on business needs

High school diploma / equivalent or higher

About Us:

At H&R Block, we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue 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're 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.

If you're looking to make an impact, H&R Block is the place for you.

What We Offer:

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

We offer a range of benefits to support your well-being, including an Employee Assistance Program with Health Advocate, wellbeing program BetterYou, and various discounts on everyday items and services.

We also offer medical coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.

Why Work for Us:

At H&R Block, 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're committed to building a connected culture and creating 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're 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.

If you're looking to make an impact, H&R Block is the place for you.
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