Tax Office Manager

4 weeks ago


Universal City, California, United States H&R Block Full time
Job Title: Team Leader

About the Role:

At H&R Block, we're looking for a skilled Team Leader to join our team. As a Team Leader, you'll be responsible for providing leadership to a customer-centric team of associates and accelerating their seasonal tax business by managing a single H&R Block tax office.

Key Responsibilities:

* Partner with District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
* Assist the District General Manager 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:

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

Benefits:

* 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

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