Associate Team Lead
• Supported the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that promoted the values of H&R Block• Executed and held 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• Served as point of contact for onsite escalated client service concerns• Ensured clients were scheduled properly and conflicts were resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary• Led the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience• Led daily activities to ensure that all tax office associates were scheduled, and work was completed according to deadlines, with attention to quality standards, priorities and overall goals• Led daily huddles and communicated essential information to office associates