Associate Team Leader

Overview

Associate Team Leader at H&R Block. You will support a single retail office during tax season to exceed client expectations and provide daily operations direction for the tax office. This role begins with a flexible part-time schedule in late fall and transitions to a full-time schedule from January through April.

• Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that promotes the value of H&R Block
• Execute and hold all tax office associates accountable to the client service experience, with escalation as necessary
• Serve as on-site point of contact for escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved, with escalation as necessary
• Lead the office from the front desk, provide phone coverage and engage with clients to deliver an outstanding experience
• Lead daily activities to ensure scheduling, timely completion of work, and adherence to quality standards and priorities
• Lead daily huddles and communicate essential information to office associates

• Prior experience working in customer service or a 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
• Ability to work a flexible schedule of 40 hours per week with flexibility based on business needs
• High school diploma or equivalent or higher

• Support the Multi-Unit Team Leader and act as onsite point of contact for associates and clients
• Provide quality client service and ensure proper scheduling and escalation as needed
• Lead and coordinate daily operations to meet deadlines and quality standards

• Employee Assistance Program with Health Advocate
• Wellbeing program to help build healthy habits
• Neurodiversity and caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401k, and Employee Stock Purchase Plan (eligibility required)

H&R Block is committed to a connected culture where trust, care, and connections help everyone bring their authentic self to work and belong as part of a larger team. The company is recognized on Best Companies lists and supports colleagues in growth and mutual support. H&R Block is an equal opportunity employer and celebrates diversity in the workplace.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.