Block Advisors Team Leader

What you'll bring to the team...

• 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