Tax Office Manager

2 weeks ago

Saint Ann, Missouri, 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 leading a team of tax professionals and providing exceptional customer service to our clients.

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 global leader in tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing exceptional customer service. Our company values diversity and inclusion, and we strive to create a workplace where everyone feels valued and respected.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer service and leading a team of tax professionals, we encourage you to apply for this exciting opportunity.

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