Associate Manager, Second Look

🔥 0 minutes ago

🏰 Missouri – Remote

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💵 $62.8k - $94.2k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Manager

👻 Ghost score 0%

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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 pod/teams, overseeing staffing, workflow, and day-to-day logistics • Facilitate daily virtual huddles to share essential updates and reinforce team alignment • Create and maintain schedules, ensuring accurate timekeeping, labor alignment, and coverage across pods • Manage associate performance, including 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 by identifying workflow and tooling enhancements • Prepare or review returns during peak demand • Partner with the DGM to execute growth strategies and achieve client growth targets • Oversee Second Look quality, including transcript interpretation, risk and opportunity identification, and amended return review • Provide 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 the equivalent through a combination of education and related work experience • 5+ years of experience in accounting, finance, bookkeeping or tax • Ability to oversee staffing, workflow, and day-to-day logistics for virtual Second Look pod/teams • Knowledge of performance management, scheduling, timekeeping, labor alignment, and coverage • Ability to manage operational metrics including accuracy, amendment conversion, CSAT/NPS, SLAs, and productivity • Tax knowledge including transcript interpretation, risk and opportunity identification, and amended return review • Ability to provide advanced tax guidance and escalation support • 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 • Continuous learning • Support for life both in and outside of work • Incentive compensation or short-term incentive plans may provide additional earnings

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