Tax Office Operations Manager

2 weeks ago


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

We are seeking a highly motivated and organized Associate Team Leader to join our team at H&R Block. As an Associate Team Leader, you will play a critical role in supporting our retail office during tax season, ensuring that clients receive exceptional service and that our office operations run smoothly.

Key Responsibilities
  • Support the Multi-Unit Team Leader in managing daily office operations, including scheduling, client service, and quality control.
  • Lead daily activities to ensure that all tax office associates are scheduled and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals.
  • Provide phone coverage and engage with clients to deliver an outstanding experience.
  • Lead daily huddles and communicate essential information to office associates.
  • Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary.
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.
  • Positive 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.
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 work environment for our associates.

What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A chance to make a difference in the lives of our clients.


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