Associate Team Leader

Overview

Associate Team Leader at H&R Block. Support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. Flexible part-time schedule in late fall, transitioning to full-time from January through April.

• Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that promotes the value of H&R Block
• Execute and hold all tax office associates accountable to the 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

• Prior experience working in customer service or a 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
• Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
• High school diploma / equivalent or higher

• Support the office operations and client service delivery during tax season
• Coordinate scheduling and client appointments to meet service standards
• Provide on-site leadership and guidance to associates

We invest in our people by supporting total well-being and offering benefits that address health, wellbeing and financial needs. Benefits include:

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to help you build healthy habits
• Neurodiversity and caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility applies)

The Community You Will Join:
We are building a Connected Culture where trust, care, and connections help everyone belong as part of a larger team. We are an equal opportunity employer and celebrate diversity in the workplace.

If you’re looking to make an impact, H&R Block is the place for you.

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