Tax Office Manager

2 weeks ago


Canby, Oregon, 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
  • Lead a team of tax professionals to achieve sales and customer satisfaction goals
  • Provide coaching and development opportunities to team members to enhance their skills and knowledge
  • Manage and resolve customer complaints and issues in a timely and professional manner
  • Collaborate with district managers to develop and implement office-level growth plans
  • Recruit and interview candidates for tax office associate positions
  • 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 exceptional customer service. Our team is dedicated to making a positive impact in our communities and we are seeking like-minded individuals to join our team.

What We Offer
  • A competitive salary and benefits package
  • Opportunities for career advancement and professional growth
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance
  • Access to ongoing training and development opportunities
How to Apply

If you are a motivated and experienced leader who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.


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