Job Details

Team Leader

  2024-12-17     H&R Block     Klamath Falls,OR  
Description:

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 taxoffice 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 concernsYour 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


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