Tax Office Manager

3 days ago

Hopewell Junction, New York, United States H&R Block Full time
About the Role

We are seeking a highly motivated and experienced Team Leader to join our team at H&R Block. As a Team Leader, you will be responsible for providing leadership and guidance to a team of tax professionals, ensuring that they have the necessary tools and resources to deliver exceptional client service.

Key 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 H&R Block

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing them with the best possible service. Our team is dedicated to delivering exceptional client service and ensuring that our clients receive the highest level of support and guidance.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

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