Tax Office Associate
4 weeks ago
We believe in the power of people helping people. Our Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.
Job SummaryAs an Associate Team Leader, you will support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You will begin working a flexible part-time schedule in early December as you ramp up for the busy tax season and transition to a full-time schedule from January through April.
Key Responsibilities- Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block
- Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
- Serve as point of contact for onsite escalated client service concerns
- Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager 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 associates 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 associates
- Prior experience working in customer service or 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
We believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- Employee Assistance Program with Health Advocate
- Wellbeing program, BetterYou, to help you build healthy habits
- Neurodiversity and caregiver support available to you and your family
- Various discounts on everyday items and services
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
We are committed to building a Connected Culture – one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
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