Tax Office Manager

19 hours ago

Mount Kisco, New York, United States H&R Block Full time
Job Title: Team Leader

At H&R Block, we're committed to helping our clients and associates achieve their goals. As a Team Leader, you'll play a key role in leading a customer-centric team of associates and driving growth in our tax offices.

Key Responsibilities:
  • Partner with District General Managers to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
  • Assist in recruiting and interviewing 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 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:

We're a company that values diversity, inclusion, and connection. Our Connected Culture is built on trust, care, and connections, and we strive to create an environment where everyone feels safe to bring their authentic self to work every day.

We're committed to helping our clients and associates achieve their goals, and we're looking for talented individuals like you to join our team.

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