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Associate Manager, Second Look
About the Role:
- Lead virtual operations for the 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 key operational metrics, including accuracy, amendment conversion, CSAT/NPS, SLAs, and productivity.
- Drive continuous improvement by identifying workflow/tooling enhancements and preparing or reviewing returns during peak demand.
- Partner with the DGM to execute growth strategies and achieve client growth targets.
- Oversee Second Look quality, including transcript interpretation, identifying risks/opportunities, and reviewing amended return work; provide escalation support and advanced tax guidance.
- Recruit, interview, and select year-round and seasonal Virtual Tax Professionals.
Education:
- Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
Work Experience:
- 5+ years of experience in accounting, finance, bookkeeping or tax.
Bachelor's degree in related field or equivalent; 5+ years experience in accounting, finance, bookkeeping, or tax.
Key Responsibilities
- leading virtual operations
- managing performance
- reviewing tax returns
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Missouri, United States
- Salary: USD 62,800 – 94,200 / year
- Languages: English
Benefits
- Retirement plan
About H&R Block
A tax preparation company providing help and confidence to clients and communities. — Industry: Finance