Tax Office Manager

hace 3 semanas

Frailes Barrio, Puerto Rico H&R Block A tiempo completo

Job Title: Tax Office Manager

About the Role:

We are seeking a highly motivated and experienced Tax Office Manager to join our team at H&R Block. As a Tax Office Manager, you will be responsible for leading a team of tax professionals and providing exceptional customer service to our clients.

Key Responsibilities:

  • Partner with District General Manager to create and implement office-level growth plans
  • 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 Service Standards 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
  • Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns

Requirements:

  • 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 1 (if preparing tax returns)
  • Annual completion of 10 hours of continuing education and ability to meet all other IRS and applicable state requirements
  • Computer proficient with the ability to use MS Office
  • Demonstrated ability to work independently with minimal supervision
  • Passionate, determined and resilient with a customer-centric mindset
  • Able to work a flexible work schedule and flexibility in work assignments based on business needs
  • High school diploma / equivalent or higher

About H&R Block:

We are a leading provider of tax preparation and financial services. Our mission is to provide help and inspire confidence in our clients, associates, and communities everywhere. We value diversity and inclusion and strive to create an environment where everyone feels safe to bring their authentic self to work every day.

Why Work for Us:

We offer a range of benefits to our associates, including medical coverage, 401k retirement savings plan, and employee stock purchase plan. We also offer a wellbeing program, BetterYou, to help you build healthy habits. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

Equal Opportunity Employer:

We are an equal opportunity employer and welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

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