Tax Office Manager
2 weeks ago
As a Team Leader at H&R Block, you will be responsible for leading a team of tax professionals in a customer-centric environment. Your primary goal will be to provide exceptional client service, while also driving business growth and achieving office-related objectives.
Key Responsibilities:
- Partner with the District General Manager to create and implement office-level growth plans
- Recruit and interview candidates for tax office associate positions
- Serve as the 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 the 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 (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
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