Current jobs related to Block Advisors Multi-Unit Team Leader 2 - San Diego, California - H&R Block

  • Block Advisors Multi-Unit Team Leader 2 Position

    4 weeks ago

    San Mateo, California, United States H&R Block Full time

    Job Summary:As a Block Advisors Multi-Unit Team Leader 2, you will be responsible for leading a team of associates in multiple offices, providing exceptional client experiences, and driving growth objectives. This role requires strong leadership and management skills, as well as the ability to build a high-performing team environment.Key...

  • Block Advisors Multi-Unit Team Leader

    4 weeks ago

    San Francisco, California, United States H&R Block Full time

    Job Summary:We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for leading and developing a team of associates, delivering exceptional client experiences, and driving growth objectives for multiple offices.Key Responsibilities:Manage office staffing,...

  • Block Advisors Multi-Unit Team Leader 2 Position

    4 weeks ago

    San Jose, California, United States H&R Block Full time

    Job Summary:As a Multi-Unit Team Leader 2 at H&R Block, you will be responsible for leading a team of associates across multiple offices, focusing on delivering exceptional client experiences and driving office growth. This role requires strong leadership and management skills, as well as the ability to build a positive and engaging team environment.Key...

  • Block Advisors Multi-Unit Team Leader 3 Position

    4 weeks ago

    San Francisco, California, United States H&R Block Full time

    Job Summary:As a Block Advisors Multi-Unit Team Leader 3, you will be responsible for leading a team of associates in multiple offices, focusing on delivering exceptional client experiences and achieving growth objectives. This role requires strong leadership and management skills, as well as the ability to build a positive team environment and drive growth...

  • Block Advisors Multi-Unit Team Leader

    4 weeks ago

    San Bruno, California, United States H&R Block Full time

    Job SummaryWe are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a key member of our leadership team, you will be responsible for leading and developing a team of associates, delivering exceptional client experiences, and driving business growth across multiple offices.Key ResponsibilitiesManage office...

  • Multi-Unit Team Leader

    4 weeks ago

    San Leandro, California, United States H&R Block Full time

    Lead a Team of Tax ProfessionalsAt H&R Block, we're looking for a skilled Multi-Unit Team Leader to oversee the operations of multiple tax offices. As a leader, you'll be responsible for managing office staffing, operations, and logistics, as well as developing and implementing growth plans to drive client growth and revenue.Key Responsibilities:Manage...

  • Tax Advisor

    4 weeks ago

    San Francisco, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Office Team Leader

    4 weeks ago

    San Jose, California, United States H&R Block, Inc. Full time

    Key Responsibilities:As a Tax Office Team Leader at H&R Block, Inc., you will serve as the onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that promotes the value of H&R Block.You will execute and hold all tax office associates accountable to Service Standards execution and client service experience,...

  • Tax Advisor

    4 weeks ago

    San Jose, California, United States H&R Block Full time

    Job Title: Block Advisors Tax AdvisorAbout the Role:As a Tax Advisor with Block Advisors, you will play a crucial role in helping individuals and small businesses navigate the complexities of tax preparation and planning. With a focus on providing exceptional client service, you will build strong relationships with clients and help them achieve their...

  • Tax Advisor

    4 weeks ago

    San Jose, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients on a year-round basis.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...

  • Tax Advisor

    4 weeks ago

    San Anselmo, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Tax Advisor

    4 weeks ago

    San Mateo, California, United States H&R Block Full time

    About the Role:We are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.Key Responsibilities:Provide tax preparation, tax audit support, and tax planning services to clientsBuild and...

  • Medical Advisor Team Lead

    4 weeks ago

    San Mateo, California, United States H&R Block Full time

    Lead Tax Office Operations and Develop AssociatesAs a Medical Advisor Team Lead at H&R Block, you will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office-related growth objectives. You will manage office staffing, operations, and logistics for...

  • Tax Office Operations Manager

    4 weeks ago

    San Leandro, California, United States H&R Block Full time

    Job SummaryWe are seeking a highly motivated and organized Associate Team Leader to join our team at H&R Block. As a key member of our tax office team, you will be responsible for supporting the Multi-Unit Team Leader and ensuring the consistent execution of Service Standards in our retail office.Key Responsibilities:Support the Multi-Unit Team Leader in...

  • Tax Office Manager

    4 weeks ago

    San Pablo, California, United States H&R Block Full time

    Job Title: Multi-Unit Team LeaderWe are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a Multi-Unit Team Leader, you will be responsible for providing leadership and guidance to our tax office teams, ensuring that our clients receive exceptional service and that our offices operate efficiently and...

  • Senior Wealth Management Advisor

    4 weeks ago

    San Jose, California, United States Beacon Pointe Advisors Full time

    We are seeking a highly skilled Associate Financial Adviser to join our team at Beacon Pointe Advisors in San Jose, CA.Key Responsibilities:Assist in client advisory, investment management, and administrative aspects of client service.Work directly with Senior Wealth Advisors and a talented team of wealth management professionals.Communicate with clients and...

  • Tax Office Manager

    4 weeks ago

    San Pablo, California, United States H&R Block Full time

    Job SummaryAs a Multi-Unit Team Leader at H&R Block, you will provide leadership over three tax offices, utilizing your people management experience and passion for helping others to accelerate the seasonal tax business. You will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client...

  • Tax Office Operations Manager

    4 weeks ago

    San Lorenzo, California, United States H&R Block Full time

    Job Title: Associate Team LeaderAt 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.Job Summary:We are seeking a...

  • Client Advisor

    4 weeks ago

    San Diego, California, United States Rebag Full time

    Job Title: Client AdvisorRebag is seeking a highly motivated and customer-focused Client Advisor to join our team. As a Client Advisor, you will be responsible for building strong relationships with our clients, providing exceptional customer service, and driving sales growth.Key Responsibilities:Maintain the highest level of customer service to effectively...

  • Tax and Accounting Leader

    4 weeks ago

    San Francisco, California, United States Aardvark Tax Advisors Full time

    Job SummaryAardvark Tax Advisors, LLC is seeking a highly experienced Tax and Accounting Professional to join our dynamic team as a Deputy Tax and Accounting Leader. As a key member of our leadership team, you will play a crucial role in shaping the practice's tax and bookkeeping services and helping manage a large team of tax professionals.Key...

Block Advisors Multi-Unit Team Leader 2

4 weeks ago

San Diego, California, United States H&R Block Full time
Job Summary

As a Multi-Unit Team Leader at H&R Block, you will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office-related growth objectives for three offices.

Key Responsibilities
  • Manage office staffing, operations, and logistics for multiple offices with support from Associate Team Leaders
  • Build an engaging team environment across all offices by training and coaching associates while holding them accountable to execute on Service Standards and recognizing outstanding associate contributions
  • Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
  • Assist the DGM in recruiting and interviewing candidates for tax office associate positions
  • Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
  • Lead daily team meetings and communicate essential information to tax office associates
  • Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management for associates in all offices
  • Travel between offices as required
  • May prepare up to 75 tax returns as needed, upon successful completion of the Income Tax Course or Tax Knowledge Assessment
Requirements
  • People management experience, with the demonstrated ability to grow and develop associates
  • Demonstrated aptitude for growth plan execution and ability to lead towards growth culture
  • Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision
  • Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
  • Computer proficient with the ability to use MS Office
  • Bachelor's degree in a related field, or high school diploma with the equivalent combination of experience
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns)