Associate Team Leader

H&R Block, Inc. Bohemia , NY 11716

Posted 2 weeks ago

What you'll bring to the team...

  • 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 Standard Operating Procedures (SOP) 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

Your Expertise

  • 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

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