Associate Team Lead

Joining us as an Associate Team Leader, you’ll assist the operations manager year-round in support of other associated offices. You will also support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office.

Helping others is what we do best at H&R Block, which means you’ll get to see the impact of your work firsthand. 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.

After working a successful tax season, you’ll begin working a flexible schedule from May through December each year, with opportunity to grow and support our Business Service clients as well. You will transition to a full-time schedule from January through April.

While your primary role is to support the operations manager, additional support is needed during tax season preparing returns for clients. You will receive extensive training opportunities in tax preparation.

Day to day, you will…

· 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 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

· Conduct face-to-face tax interviews with clients

· Prepare complete and accurate tax returns

What you will 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

It would be even better if you also had…

· Experience supervising or managing people

· History of delivering outstanding customer experiences

· Exposure to bookkeeping and payroll services

This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.

H&R Block| 509 North 3rd Street | Red Oak, IA 51566 | (712) 623-9379

Job Type: Full-time

Pay: $12.00 - $16.00 per hour

Benefits:

• Employee discount
• Flexible schedule
• Retirement plan

Schedule:

• 8 hour shift
• Weekend availability

Education:

• High school or equivalent (Preferred)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location