Our Company
We believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It’s an exciting time to be a part of our firm!
We're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year.
Joining us as an Office Manager, you’ll provide leadership over our tax office. Using your people management experience and passion for helping people, you’ll provide leadership to the customer-centric teams in the office you manage to accelerate our seasonal tax business and year-round Business Services and Insurance services.
You’ll serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office related growth objectives for our offices. Prior tax preparation experience is not required.
What You’ll Bring to the Role
· Manage office staffing, operations, and logistics with support from two Office Team Leaders
· Partner with the Franchisees to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement.
· Assist the Franchisees recruiting and interviewing candidates for available positions.
· Conduct timely performance reviews and resolve associate issues and address performance concerns.
· Build an engaging team environment, by training and coaching associates while holding them accountable to execute Standard Operating Procedures (SOP) and recognizing outstanding associate contributions.
· Lead daily and weekly team meetings and communicate essential information to tax office associates.
· Create associate work schedules and ensure accurate timekeeping, as well as labor management, for staff.
· Prepare tax returns, as needed.
· Support the Franchisees, serving as a point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of our office.
· Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Franchisees as necessary.
· Serve as point of contact for escalated client service concerns.
· Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Franchisees 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.
· Business Services, including Bookkeeping, Payroll and Audits
Your Expertise
· People management experience, with the demonstrated ability to grow and develop associates
· Demonstrated aptitude for growth plan execution and ability to lead towards growth culture
· Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision
· Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
· Computer proficient with the ability to use MS Office
· Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns)
· Bachelor’s degree in a related field, or high school diploma with the equivalent combination of experience
It would be even better if you also had...
· People management experience in the retail, restaurant, banking, or other related industry; management of people within military service positions can also be a good fit.
Perks of the job
We believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs.
· Tax prep benefit – allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
The Community You Will Join:
We remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
We are an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, this is the place for you. Apply today!