Tax Professional; Client Service Representative (Receptionist); Associate Team Leader (Assistant Manager)

Tax Professional

• Conduct face-to-face interviews with clients and through virtual tools – video, phone, chat, email
• Prepare accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services.

Client Service Professional

• Answer phones and greet clients in a personalized, friendly, and inviting manner
• Match clients with the best-suited tax professional for their needs
• Schedule clients how they would like to be scheduled
• Help to ensure all clients needs have been met during service both in person, over the phone or virtually
• Maintain office cleanliness and organization of resources with team members

Associate Team Leader

• 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