Tax Office Associate

4 days ago


Carteret, United States H&R Block Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as an Associate Team Leader at H&R Block. As a key member of our retail office team, you will be responsible for providing exceptional client service, leading daily activities, and ensuring that all tax office associates are scheduled and working according to deadlines.

Key Responsibilities
  • Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients
  • Execute and hold all tax office associates accountable to Service Standards execution and client service experience
  • 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 are scheduled, and work is completed according to deadlines
  • Lead daily huddles and communicate essential information to office associates
Requirements
  • Prior experience working in customer service or similar role
  • Strong organizational skills and ability to plan and manage day-to-day office operations
  • Customer-centric mindset and strong communication skills
  • Computer proficient with the ability to use MS Office
  • Demonstrated ability to work independently with minimal supervision
  • Positive attitude
  • Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
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 exceptional service to our communities. As a member of our team, you will have the opportunity to work with a diverse group of individuals and contribute to our mission of providing help and inspiring confidence in our clients, associates, and communities.



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