Block Advisors Team Leader

H&R Block, Inc. Crescent Springs , KY 41017

Posted 2 weeks ago

What you'll do...

This Job Posting covers openings in multiple office locations within the area.

Joining Block Advisors as a Team Leader, you'll provide leadership to a customer-centric team of associates and accelerate their year-round tax business by managing a single tax office. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs.

You'll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives. We'll help you advance your knowledge and skills you'll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates. As needed, you'll also prepare accurate tax returns for clients.

You'll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April. After working a successful tax season, you will work a reduced work schedule during the summer months and may even apply for advancement opportunities.

Day to day, you'll

  • Partner with the 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 Standard Operating Procedures (SOP) and 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, upon successful completion of the Income Tax Course

What you'll bring to the team...

  • 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 18-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

  • Demonstrated ability to work independently with minimal supervision

  • Passionate, determined, resilient under stress and a will to win 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/GED or higher

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Block Advisors Associate Team Leader

H&R Block, Inc.

Posted 2 weeks ago

VIEW JOBS 10/6/2020 12:00:00 AM 2021-01-04T00:00 What you'll do... This Job Posting covers openings in multiple office locations within the area. Joining Block Advisors as an Associate Team Leader, you'll support a single office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. Helping others is what we do best, which means you'll get to see the impact of your work firsthand. You won't prepare taxes in this role, so prior tax preparation experience is not required. You will be a vital part of the team to deliver on our purpose-to provide help and inspire confidence in our clients and communities everywhere. You'll begin working a flexible part-time schedule in early September as you ramp up for the busy tax season and transition to a full-time schedule from January through April. After working a successful tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement opportunities. Day to day, you'll… * 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 Block Advisors * 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 What you'll bring to the team... * 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 * Passionate, determined, resilient under stress and a will to win 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 H&R Block, Inc. Crescent Springs KY

Block Advisors Team Leader

H&R Block, Inc.