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Tax Office Team Leader
Tax Office Team LeaderH&R Block • Sandy, OR, United States
Tax Office Team Leader

Tax Office Team Leader

H&R Block • Sandy, OR, United States
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  • [job_card.full_time]
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Join H&R Block

At H&R Block, we harness the power of community and collaboration to transform the lives of our clients and associates alike. Our Purpose is clear : to provide guidance and inspire confidence across the board. We pride ourselves on fostering a connected and inclusive culture where everyone is valued.

As we embark on our transformation journey with Block Next, a commitment to innovation and exceptional client experiences, we're looking for dynamic individuals who see challenges as opportunities to lead meaningful change.

Your Role :

As a Tax Office Team Leader, you will be at the forefront of inspiring both associates and clients alike in making informed decisions that positively impact their lives. You will manage and lead a dedicated team at a single H&R Block tax office, ensuring that our clients receive the outstanding service they expect and deserve.

Your Day-to-Day Activities :

  • Drive client relationship-building initiatives that extend and deepen our connections every tax season.
  • Provide leadership and coaching to tax office associates, empowering them to deliver superior client experiences while achieving office growth goals.
  • Collaborate with the District General Manager to formulate and execute growth strategies tailored to local markets, including community engagement initiatives.
  • Support recruitment efforts by assisting in the selection and onboarding processes for new tax office associates.
  • Act as the primary contact for resolving escalated client service issues and ensure smooth operation of client scheduling.
  • Oversee daily operations, ensuring timely completion of associate tasks with a focus on quality and strategic priorities.
  • Foster a motivating team environment through regular training and recognition of outstanding performance.
  • Conduct daily team meetings to relay important information and ensure effective communication among associates.
  • Manage associate work schedules while ensuring accurate time tracking and overtime adherence.
  • Prepare tax returns as needed to assist team productivity.
  • Execute timely performance evaluations and partner with the Associate Relations Center to address any personnel matters.

What You Bring :

  • Prior experience in customer service or leadership roles is essential.
  • Demonstrated ability to manage and supervise a team effectively.
  • Completion of H&R Block's Tax Knowledge Assessment or Tax Course is required if you will be preparing returns.
  • Commitment to ongoing education to meet IRS and state tax compliance needs.
  • Proficient in Microsoft Office and technology use in general.
  • Self-starter attitude with the ability to work independently and manage priorities.
  • A passion for serving clients that is reflected in a resilient and determined demeanor.
  • Flexible work schedule capabilities to meet business demands.
  • High school diploma or equivalent qualification.
  • Why Choose H&R Block?

    At H&R Block, we invest in your overall well-being with comprehensive benefits designed to support your health, financial stability, and work-life balance.

  • Access to an Employee Assistance Program, enhancing your mental health and wellness.
  • Participate in our BetterYou program, aimed at developing healthier lifestyle habits.
  • Support for neurodiversity and caregiver responsibilities for you and your family.
  • Discounts on various products and services to enrich your life.
  • Medical coverage, a 401k Retirement Savings Plan, and an Employee Stock Purchase Plan available based on eligibility requirements.
  • Our Commitment to You :

    At H&R Block, we champion a Connected Culture based on trust, care, and collaboration. You'll find an engaging work environment recognized on numerous Best Companies lists, surrounded by colleagues dedicated to mutual growth and support.

    We are an equal opportunity employer and celebrate diversity within our workforce. We welcome applicants from all walks of life, regardless of gender, race, age, disability, or other protected characteristics.

    Join H&R Block to make a real difference in the community.

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    Tax Office Team Leader • Sandy, OR, United States

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