H&R Block Block Advisors Team Leader in WHITE PLAINS, New York
Block Advisors Team Leader
What you'll do... :
Are you driven by solving problems and enjoy leading people? Block Advisors is looking for passionate Team Leaders to accelerate our year-round tax business by managing a single Block Advisor tax office and providing leadership to a customer-centric team of associates.
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. As a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings). You'll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed.
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.
What you'll do...
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
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... :
- 3+ years as a Tax Professional
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
Potential for incentive pay
Other perks like flexible options that meet your life, collaborative teams and much more!
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 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
HS diploma/GED or higher
Block Advisors Team Leader