Block Advisors Operations Advisor

H&R Block, Inc. • Park Ridge, IL

36d

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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Number of Employees: 5,001-10,000 employees