H&R Block Associate Team Leader in Montgomery, New York
Associate Team Leader
What you'll do... :
Joining us as an Associate Team Leader , you'll 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 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 December as you ramp up for the busy tax season and transition to a full-time schedule from January through April.
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 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 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
About H&R Block... :
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
It would be even better if you also had... :
Experience supervising or managing people
History of delivering outstanding customer experiences
Bilingual candidates strongly encouraged to apply!
Perks of the job
Being here has its benefits. Our benefit offerings can help you plan for the health, well-being and financial wellness needs for you and your family. At Block, seasonal associate benefits include:
Retirement savings plans
Tax prep benefit
Other perks like free coffee, flexible hours, collaborative teams and much more!
Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
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
Associate Team Leader