Associate Manager, Second Look

🔥 0 minutes ago

🏰 Missouri – Remote

infoinfo

💵 $62.8k - $94.2k / year

⏰ Full Time

🟡 Mid-level

👔 Manager

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Logo of H&R Block

H&R Block

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Lead virtual operations for Second Look pods/teams, including staffing, workflow, and day-to-day logistics • Facilitate daily virtual huddles and reinforce team alignment • Create and maintain schedules, accurate timekeeping, labor alignment, and pod coverage • Manage associate performance, timely reviews, and coordination with the Associate Relations Center • Cultivate an engaging virtual culture through coaching, mentoring, development, and recognition • Own operational metrics including accuracy, amendment conversion, CSAT/NPS, SLAs, and productivity • Drive continuous improvement through workflow/tooling enhancements and preparing or reviewing returns during peak demand • Partner with the DGM to execute growth strategies and achieve client growth targets • Oversee Second Look quality through transcript interpretation, risk/opportunity identification, amended-return review, escalation support, and advanced tax guidance • Recruit, interview, and select year-round and seasonal Virtual Tax Professionals

🎯 Requirements

• Bachelor’s degree in a related field or equivalent through a combination of education and related work experience • 5+ years of experience in accounting, finance, bookkeeping or tax • Experience overseeing staffing, workflow, schedules, timekeeping, labor alignment, and coverage across virtual teams • Experience managing associate performance and coordinating with an Associate Relations Center • Ability to coach, mentor, develop, and recognize associates • Ability to manage operational metrics including accuracy, amendment conversion, CSAT/NPS, SLAs, and productivity • Ability to identify workflow and tooling enhancements • Ability to prepare or review tax returns and provide advanced tax guidance • Ability to recruit, interview, and select year-round and seasonal Virtual Tax Professionals

🏖️ Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Continuous learning • High Performing, Connected Culture • Incentive compensation or short-term incentive plans may provide additional earnings

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