BA Team Leader

H&R Block•Colorado Springs, CO

1d•Onsite

About The Position

As a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings). You’ll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed. You’ll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April. After working a successful tax season, you will work a reduced work schedule during the summer months and may even apply for advancement opportunities.

Requirements

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 Course
Annual completion of continuing education and ability to meet all other IRS and applicable state requirements
Customer-centric mindset with strong communication skills
Computer proficient with the ability to use MS Office
Ability to work independently with minimal supervision
Able to work a flexible work schedule and flexibility in work assignments based on business needs
High school diploma or equivalent

Nice To Haves

2+ years as a Tax Professional

Responsibilities

Partner with the District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
Build an engaging team environment by training and coaching associates and recognizing outstanding associate contributions
Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment1
Assist the District General Manager in recruiting and interviewing candidates for tax office 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
Lead daily team meetings and communicate essential information to tax office associates
Create associate work schedules and ensure accurate timekeeping and overtime management
Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns