Are you a business? Hire tax associate candidates in New York, NY
Position Summary ·Assisting Tax preparation gathering information from clients creating their folders, updating their profile. · Assist with the prioritization of the office activities and as requested. · Perform general word processing, accounting spreadsheet programs and data entry duties utilizing intermediate to advance level functions. · Maintain and monitor client files as assigned. Review expense/invoices for accuracy, investigate discrepancies and report results. · Proofread all work for accuracy and completeness. Perform other general word processing and data entry duties. Create and/or update spreadsheets. · Answering telephones and screen calls. Respond to inquiries displaying a comprehensive knowledge of office procedures. · Performing basic office duties: photocopy and fax materials, process forms, maintain office files and record pick up/deliver mail and materials, etc.
Associate Team Leader ($18 - $20/hr): Responsibilities: Support the Multi-Unit Team Leader, serving as the onsite point of contact for tax office associates and clients. Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP). Serve as the point of contact for onsite escalated client service concerns. Ensure clients are scheduled properly and conflicts are resolved. 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. Lead daily huddles and communicate essential information to office associates.
Our Company : At H&R Block, 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. At H&R Block, 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 H&R Block 1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. Job ID: 557036BR City: BROOKLYN State: New York It would be even better if you also had... : • High school diploma or equivalent • Sales/marketing experience 1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee. What you'll bring to the team... : • Answer phones and greet clients in a personalized, friendly, and inviting manner • Match clients with the best-suited tax professional for their needs • Schedule clients how they would like to be scheduled • Help to ensure all clients needs have been met during service both in person, over the phone or virtually • Maintain office cleanliness and organization of resources with team members • Other duties as assigned Your Expertise: • Experience working in a fast-paced environment • Previous experience in a customer service environment • Ability to multi-task • Strong organizational and time-management skills • Computer proficient with the ability to use Microsoft Office Posting Title: Receptionist - Franchise Location Pay Range Minimum: 16 Pay Range Maximum: 18 Pay Range Information: The following information has been provided by the franchisee operating the franchise office that has posted this position, and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchise