Associate Team Leader

Overview

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• Support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office.
• Begin on a flexible part-time schedule in late fall to ramp up for the busy tax season and transition to a full-time schedule from January through April.
• Lead the office from the front desk, provide phone coverage, and engage with clients to deliver an outstanding experience.
• Lead daily activities to ensure all tax office associates are scheduled and work is completed on time, with attention to quality standards, priorities, and goals.
• Lead daily huddles and communicate essential information to office associates.

• Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients to ensure quality and consistent execution.
• Execute and hold all tax office associates accountable to the client service experience, escalating as necessary to the Multi-Unit Team Leader and District General Manager.
• Serve as point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved, with escalation when needed.
• Demonstrate leadership by guiding the team through daily operations and maintaining service standards.
• Maintain schedules and deadlines with a focus on accuracy and efficiency.

• Prior experience in customer service or a similar role.
• Strong organizational skills and ability to plan and manage day-to-day office operations.
• Customer-centric mindset with strong communication skills.
• Computer proficiency, including MS Office.
• Ability to work independently with minimal supervision.
• Flexible 40-hour work week with scheduling flexibility based on business needs.
• High school diploma or equivalent or higher.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, for healthy habits.
• Neurodiversity and caregiver support available.
• Discounts on everyday items and services.
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility may apply).
• Access to other benefits as eligible.

H&R Block is committed to building a connected culture where trust, care, and collaboration help people belong and bring their authentic selves to work every day.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

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