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Block Advisor Associate Team Leader

Block Advisor Associate Team Leader

San Jose StaffingSan Jose, CA, US
1 day ago
Job type
  • Full-time
  • Part-time
Job description

Associate Team Leader

Our company at H&R Block believes in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A typical day... Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll begin working a flexible part-time schedule in early December as you ramp up for the busy tax season and transition to a full-time schedule from January through April. It would be even better if you also had experience supervising or managing people and a history of delivering outstanding customer experiences.

What you'll bring to the team...

  • 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

Your expertise...

  • 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
  • Why work for us...

    At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing, and financial wellness needs.

    Employee Assistance Program

    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

    Pay Range $11.00 - $29.00 / Hr.

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    Associate Team Leader • San Jose, CA, US

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