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Associate Team Leader

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H&R Block, Inc.Greenfield, WI
Full-time
  • 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.
  • After working a successful tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement opportunities.
  • 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
  • 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

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