Tax Office Manager

1 month ago

Folsom, 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 development to a customer-centric team of associates, delivering an outstanding client experience, and achieving all office-related growth objectives.

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 an equal opportunity employer. We 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.

We are committed to building a connected culture where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

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