Associate Team Leader
- Acted as the primary onsite contact for tax office associates and clients, ensuring the delivery of high-quality service and reinforcing the value of H&R Block.- Facilitated daily huddles to communicate essential updates and information to office associates.- Enforced Service Standards among tax office associates, holding them accountable for client service experiences, and escalated issues to the Multi-Unit Team Leader and District General Manager as needed.- Addressed escalated client service concerns, serving as the main point of contact for resolution.- Managed client scheduling and conflict resolution, escalating to the Multi-Unit Team Leader and District General Manager when necessary.Led operations from the front desk, providing phone coverage and engaging with clients to ensure an exceptional experience.- Coordinated daily activities to guarantee all associates were scheduled appropriately and that tasks were completed within deadlines, maintaining focus on quality standards and overall objectives.- Facilitated communication between tax professionals and clients to assist in the accurate completion of tax returns, address concerns, and provide answers to general inquiries.- Played a role in the company’s retention program by educating clients on the value of our services and offering support to individuals experiencing financial distress.