Location: Santa Rosa,NM, USA
What you'll bring to the team...
* Partner with 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 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
Your Expertise
* 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 Course1 (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