Tax Office Manager

3 weeks 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 guidance to a team of tax professionals, ensuring that they have the necessary skills and knowledge to deliver exceptional client service.

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:

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.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

  • Tax Office Manager

    5 days ago

    Folsom, Pennsylvania, United States H&R Block Full time

    About the RoleWe 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 ResponsibilitiesPartner with District General Manager to create and implement office-level growth plans,...

  • Tax Office Manager

    4 days ago

    Folsom, United States H&R Block Full time

    About the RoleWe 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 ResponsibilitiesPartner with...

  • Tax Office Manager

    4 days ago

    Folsom, Pennsylvania, United States H&R Block Full time

    About the RoleWe 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 guidance to a team of tax professionals, ensuring that they have the necessary skills and knowledge to deliver exceptional client service.Key Responsibilities:Partner with the...

  • Tax Manager

    1 month ago

    Folsom, California, United States Allworth Financial Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax...

  • Tax Manager

    5 days ago

    Folsom, California, United States Allworth Financial Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax...

  • Tax Manager

    15 hours ago

    Folsom, California, United States Allworth Financial Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis. You will also assist our advisors and financial planning team with strategic tax...

  • Tax Manager

    5 days ago

    Folsom, California, United States Allworth Financial Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections, and analysis, as well as notice resolution.Key Responsibilities:Prepare and review income,...

  • Tax Manager

    5 days ago

    Folsom, California, United States CyberCoders Full time

    Job Title: Tax Manager - Individual Tax ReviewAre you a Tax Manager with individual tax review experience and proficiency in Lacerte? We are seeking a skilled professional to join our team as a Tax Manager - Individual Tax Review.Key Responsibilities:Review individual tax returns with expertise in LacerteProvide advisory services to clients on tax...

  • Office Manager

    2 weeks ago

    Folsom, California, United States Shoua Lee - State Farm Agent Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Manager to join our team at Shoua Lee - State Farm Agent. As an Office Manager, you will be responsible for establishing customer relationships, providing prompt and accurate customer service, and using a customer-focused review process to educate customers about insurance options.Key...

  • Director of Tax

    4 weeks ago

    Folsom, United States The Hagerty Group, LLC Full time

    As a Director of Tax, you will be responsible for providing strong leadership and oversight for all domestic and international corporate and partnership income tax matters, including tax compliance, tax accounting, tax planning, transfer pricing, and tax research. Familiarity with tax and financial reporting issues specific to an umbrella partnership...

  • Medical Office Manager

    4 weeks ago

    Folsom, California, United States EP, LLC Full time

    Job Title: Medical Office ManagerWe are seeking a highly organized and experienced Medical Office Manager to oversee the daily operations of our medical office. The ideal candidate will have a strong background in medical administrative support, human resources, and financial management.Key Responsibilities:Manage all aspects of the medical office, including...

  • Director of Tax

    3 weeks ago

    Folsom, United States The Hagerty Group, LLC Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Tax to join our team at The Hagerty Group, LLC. As a key member of our leadership team, you will be responsible for providing strategic tax guidance and oversight to ensure compliance with all tax laws and regulations.Key ResponsibilitiesDevelop and implement tax strategies to minimize...

  • Dental Office Manager

    4 weeks ago

    Folsom, California, United States Hire Reactor Full time

    Job OverviewWe are seeking a highly motivated and experienced Dental Office Manager to join our team at Smile Time Dental. As a key member of our leadership team, you will be responsible for overseeing the day-to-day operations of our practice, ensuring seamless delivery of patient care, and driving business growth.Key ResponsibilitiesSupervise and train...

  • Payroll Tax Specialist

    3 weeks ago

    Folsom, Pennsylvania, United States The Hagerty Group, LLC Full time

    Job SummaryWe are seeking a highly skilled Payroll Tax Expert to join our team at The Hagerty Group, LLC. As a Payroll Tax Expert, you will be responsible for ensuring accurate and timely processing of payroll taxes, staying compliant with federal, state, and local regulations, and providing expert guidance on payroll tax-related issues.Key...

  • Payroll Tax Specialist

    3 weeks ago

    Folsom, United States The Hagerty Group, LLC Full time

    Job SummaryWe are seeking a highly skilled Payroll Tax Expert to join our team at The Hagerty Group, LLC. As a key member of our payroll team, you will be responsible for ensuring accurate and timely processing of payroll taxes, staying compliant with federal, state, and local regulations, and providing expert guidance on payroll tax-related issues.Key...

  • Dental Office Manager

    3 weeks ago

    Folsom, United States Hire Reactor Full time

    Attention all FRIENDLY personalities! Are you looking for a place to call home Come and join our everexpanding practice and amazing dental family at Smile Time Dental and Make A Smile!We are seeking candidates who are interested in LONG TERM opportunities within our company. We are looking for energetic teamoriented and friendly personalities. Our growing...

  • Dental Office Manager

    1 week ago

    Folsom, United States Hire Reactor Full time

    Attention all FRIENDLY personalities! Are you looking for a place to call home Come and join our everexpanding practice and amazing dental family at Smile Time Dental and Make A Smile!We are seeking candidates who are interested in LONG TERM opportunities within our company. We are looking for energetic teamoriented and friendly personalities. Our growing...

  • Payroll Tax Specialist

    4 days ago

    Folsom, Pennsylvania, United States The Hagerty Group, LLC Full time

    Job SummaryWe are seeking a highly skilled Payroll Tax Expert to join our team at The Hagerty Group, LLC. As a key member of our payroll team, you will be responsible for ensuring accurate and timely processing of payroll taxes, staying compliant with federal, state, and local regulations, and providing expert guidance on payroll tax-related issues.Key...

  • Payroll Tax Specialist

    2 days ago

    Folsom, Pennsylvania, United States The Hagerty Group, LLC Full time

    Payroll Tax Expert Job DescriptionAs a Payroll Tax Expert, you will be responsible for ensuring accurate and timely processing of payroll taxes, staying compliant with federal, state, and local regulations, and providing expert guidance on payroll tax-related issues. You will also research and provide guidance for international payroll tax issues.Key...

  • Senior Tax Advisor

    1 month ago

    Folsom, California, United States Allworth Financial Full time

    Job Title: Senior Tax AdvisorWe are seeking a highly skilled Senior Tax Advisor to join our team at Allworth Financial. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution.Key Responsibilities:Prepare and review...