Job Description

About Us: At H&R Block Canada, we pride ourselves on delivering exceptional client services and innovative tax solutions. We are currently seeking a dynamic and experienced Client Service Leader (CSL) to join our team and ensure that our services and programs exceed client expectations.

Key Responsibilities:

Promote, support, and ensure all services and programs are offered to clients in accordance with H&R Block Canada policies, procedures, and established targets.

Share individual performance goals and results with Tax Professionals and the District Manager.

Monitor, evaluate, and coach Associates to attain desired results.

Implement the Instant Refund program as per the district plan.

Schedule and conduct Associate interviews, training, and evaluations.

Assign and reassign work to office staff, monitor work schedules, and approve overtime requests.

Provide day-to-day coaching and timely, specific performance feedback to individual Associates.

Ensure all Associates complete required training and arrange additional support as needed.

Manage cash, debit/credit card receipts, balance cash, and complete bank deposits.

Ensure compliance with the district operating plan and resolve variations in coordination with the District Manager.

Follow standard operating procedures for office opening and closing, security, supply ordering, file maintenance, and office cleanliness.

Provide assistance and support in district training sessions as required.

Respond promptly to client service issues or Associate relations concerns, escalating complex issues to the District Manager as needed.

Perform other duties as assigned.

Qualifications:

Completion of Level I Tax Course within the first year of employment. Proven customer service skills.

Effective verbal and written communication skills, public relations skills, detail-oriented, organizational, math, and analytical skills.

Administrative and organizational skills to plan and coordinate office workload.

Proficiency in using Windows-based systems and applications such as Microsoft Word, Excel, and Outlook.

Previous experience with CIS, Profile, tax preparation software, and other relevant software is preferred.

Ability to work independently and support team-based initiatives in a fast-paced, multi-tasking environment.

Demonstrated problem-solving and conflict resolution skills.

Preference for candidates with three to five years of relevant tax office experience.

Why Join Us?

Opportunities for professional growth and development.

Collaborative and supportive work environment.

Make a meaningful impact by helping clients navigate their financial needs.

Job Types: Full-time, Part-time, Fixed term contract
Contract length: 4 months

Pay: $18.00-$21.00 per hour

Expected hours: 32 - 40 per week

Benefits:

On-site parking Store discount
Application question(s):

Have you had your personal income taxes completed last year?
Work Location: In person