Tax Office Manager

4 weeks ago


Hopewell Junction, New York, United States H&R Block Full time
Job Summary

We are seeking a highly motivated and experienced Tax Office Manager to lead our team of tax professionals at H&R Block. As a Tax Office Manager, you will be responsible for providing leadership and guidance to our team, ensuring that our clients receive exceptional service and that our office meets its growth objectives.

Key Responsibilities:

  • Partner with District General Manager to create and implement office-level growth plans
  • Assist 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:

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 a positive and inclusive work environment for our associates.


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