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Block Advisors - Associate Team Leader Full-time

at H&R Block in Massachusetts (Published at 15-07-2019)

Are you driven by helping people, being part of a team, and exceeding client expectations? Block Advisors is looking to hire Associate Team Leaders who will be passionate about the H&R Block brand purpose: To provide help and inspire confidence in our clients and communities everywhere.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. As an Associate Team Leader for Block Advisors, you will support a single retail office during tax season to deliver a world class client experience and assist with the daily supervision of tax office associates. Prior tax preparation experience is not required as this role does not prepare taxes. You'll begin working a flexible part-time schedule in early September as you ramp up for the busy tax season and transition to a full-time schedule from January through April. After working a successful tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement opportunities.

What you'll do...

  • 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 Block Advisors
  • Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP) 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

Minimum Qualifications


Are you driven by helping people, being part of a team, and exceeding client expectations? Block Advisors is looking to hire Associate Team Leaders who will be passionate about the H&R Block brand purpose: To provide help and inspire confidence in our clients and communities everywhere.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. As an Associate Team Leader for Block Advisors, you will support a single retail office during tax season to deliver a world class client experience and assist with the daily supervision of tax office associates. Prior tax preparation experience is not required as this role does not prepare taxes. You'll begin working a flexible part-time schedule in early September as you ramp up for the busy tax season and transition to a full-time schedule from January through April. After working a successful tax season, you may find that you want to apply to return for subsequent seasons, or even apply for advancement opportunities.

What you'll do...

  • 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 Block Advisors
  • Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP) 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

Tax Office Job Categories

BA Associate Team Leader


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