H&R Block

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