Partner with the District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement. Build an engaging team environment by training and coaching associates to execute on Standard Operating Procedures (SOP) and recognizing outstanding associate contributions Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment Assist the District General Mana... more details
Partner with the District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
Build an engaging team environment by training and coaching associates to execute on Standard Operating Procedures (SOP) and recognizing outstanding associate contributions
Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment
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
Lead daily team meetings and communicate essential information to tax office associates
Create associate work schedules and ensure accurate timekeeping and overtime management
Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
Your Expertise:
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
Annual completion of 3 hours of continuing education and ability to meet all other IRS and applicable state requirements
Customer-centric mindset with strong communication skills
Computer proficient with the ability to use MS Office
Ability to work independently with minimal supervision
Positive attitude
Able to work a flexible work schedule of 40 hours per week and flexibility in work assignments based on business needs
High school diploma or equivalent
3+ years as a Tax Professional
Perks of the job...
At H&R Block, 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.
Medical coverage and well-being programs including mental health support and coaching
401k Retirement Savings Plan and Employee Stock Purchase Plan
Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!
The Community You Will Join:
At H&R Block we remain 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.
If you're looking to make an impact, H&R Block is the place for you.
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