Tax Office Manager
4 weeks ago
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 to a customer-centric team of associates and accelerating their seasonal tax business by managing a single H&R Block tax office.
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
- 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
H&R Block is a global leader in tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing a positive experience for our associates. We believe in the power of people helping people and strive to create a connected culture that values diversity and inclusion.
We offer a range of benefits to our associates, including medical coverage, 401k retirement savings plan, and employee stock purchase plan. We also provide opportunities for professional growth and development, as well as a fun and dynamic work environment.
Why Work for UsAt H&R Block, we believe in the importance of work-life balance and offer flexible scheduling to accommodate our associates' needs. We also provide opportunities for professional growth and development, as well as a fun and dynamic work environment.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer service and have a strong desire to grow and develop your career, we encourage you to apply for this exciting opportunity.
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