Block Advisors Operations Advisor

H&R Block, Inc.•Rockford, IL

59d

About The Position

The Block Advisors Operations Advisor will play a pivotal role in ensuring the smooth operation of the office and business performance. The associate will be responsible for a variety of operational tasks, including managing office logistics, coordinating with departments, and supporting the integration of an acquired office into H&R Block. Additionally, this role will involve ensuring compliance with company policies, maintaining accurate records, and providing exceptional support to both the H&R Block Office Manager and office associates. This person will be responsible for assisting others with client engagement, workflow management, up to and including delivering client outcomes.

Requirements

Strong analytical, decision-making, judgement skills and the ability to function well in a fast-paced environment with minimal supervision
Computer proficient can use MS Office and other web-based applications/software
Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
Must be capable of managing multiple tasks effectively
Possesses experience in tax, bookkeeping, and business services field, or has worked with integration processes
Detail-oriented with a focus on accuracy and efficiency
Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
3 years minimum related work experience

Nice To Haves

3-5 years of experience in operations, including but not limited to corporations, small business services, and tax and accounting services
1-2 years of experience with various tax, bookkeeping, and revenue-building software systems
Previous experience supervising associates is a plus, but this role does not include people management responsibilities

Responsibilities

Assist Office Manager & Transformation Manager with the seamless integration of the acquired CPA office into H&R Block's operations
Partner with Office Manager to create growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
Assist in integration of the firm to Block Advisor's platforms
Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
Coordinate with various departments to ensure smooth workflow and communication
Provide operational support to CPA associates, ensuring they have the resources needed to perform their duties effectively
Develop and maintain project plans, including resource assignments, risks, and issues
Collaborate closely with the Office Manager to ensure operational processes are executed both timely and accurately
Assist in the implementation of new processes and systems to improve office efficiency.
Execute on Standard Operating Procedures (SOP)
Maintain accurate records and documentation related to office operations
Other duties as assigned and appropriate for the office

Benefits

You'll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role.
For detailed eligibility requirements and benefits information, visit blockbenefits.com.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

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