H&R Block · 2 days ago
Block Advisor Associate Team Leader
H&R Block is a company dedicated to helping individuals and businesses with their tax needs. The Associate Team Leader will support a retail office during tax season, ensuring client satisfaction and managing daily operations of the tax office.
ConsultingRetailService IndustryTax Preparation
Responsibilities
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 Service Standards 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
Qualification
Required
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
Positive 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
Preferred
Experience supervising or managing people
History of delivering outstanding customer experiences
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Company
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
Android Headlines
2025-12-27
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