Tax Office Operations Manager

4 weeks ago


Peru, Indiana, United States H&R Block Full time

Job Summary

We are seeking a highly organized and customer-focused individual to support our tax office during the busy tax season. As an Associate Team Leader, you will play a vital role in ensuring the smooth operation of our office, providing daily direction to tax office employees, and consistently exceeding client expectations.

Key Responsibilities

  • Support the Multi-Unit Team Leader in managing tax office employees and clients, ensuring quality and consistent execution of operating procedures.
  • Execute and hold employees accountable to operating procedures execution and client service experience, escalating concerns to the Multi-Unit Team Leader and management as necessary.
  • Serve as point of contact for onsite escalated client service concerns.
  • Ensure clients are scheduled properly and conflicts are resolved, escalating to the Multi-Unit Team Leader and management as necessary.
  • Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience.
  • Lead daily activities to ensure that all tax office employees are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals.
  • Lead daily huddles and communicate essential information to office employees.

Requirements

  • Prior experience working in customer service or a 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.
  • Passionate, determined, resilient under stress, and a will to win attitude.
  • Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs.
  • High school diploma / equivalent or higher.

Preferred Qualifications

  • Experience supervising or managing people.
  • History of delivering outstanding customer experiences.

About H&R Block

This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions, and any questions regarding employment at this office should be made directly to the franchisee.



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