Associate Team Leader
Listed on 2026-01-27
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Retail
Office Administrator/ Coordinator, Customer Service Rep
Overview
Join to apply for the Associate Team Leader role at H&R Block
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At H&R Block, we believe in the power of people helping people and strive for a high performing, connected culture where everyone belongs. Our long-term strategy focuses on innovation, client experience, and sustainable growth.
Responsibilities- Support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office.
- Begin with a flexible part-time schedule in late fall and transition to a full-time schedule from January through April.
- Act as the onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that conveys the value of H&R Block.
- Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary.
- Serve as the point of contact for onsite escalated client service concerns.
- Ensure clients are scheduled properly and conflicts are resolved, with escalation to leadership 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 all tax office associates are scheduled and work is completed according to deadlines, with attention to quality standards, priorities, and goals.
- Lead daily huddles and communicate essential information to office associates.
- Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients.
- Demonstrated ability to hold staff accountable to the client service experience; escalate as needed.
- Prior experience 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 proficiency with MS Office.
- Demonstrated ability to work independently with minimal supervision.
- Able to work a flexible schedule of 40 hours per week with flexibility based on business needs.
- High school diploma or equivalent or higher.
We invest in our people and offer benefits to support health, wellbeing, and financial wellness.
- Employee Assistance Program with Health Advocate.
- Wellbeing program, Better You, to help build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Discounts on everyday items and services.
- Benefits with eligibility:
Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
H&R Block is committed to building a Connected Culture where trust, care, and connections enable everyone to bring their authentic self to work and belong to a larger team. You will be in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues committed to helping each other grow.
H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
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