Block Advisors Operations Advisor

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...:

The Block Advisors Operations Advisor will play a pivotal role in ensuring the smooth operation of the office and business performance. The associate will be responsible for a variety of operational tasks, including managing office logistics, coordinating with departments, and supporting the integration of an acquired office into H&R Block. Additionally, this role will involve ensuring compliance with company policies, maintaining accurate records, and providing exceptional support to both the H&R Block Office Manager and office associates. This person will be responsible for assisting others with client engagement, workflow management, up to and including delivering client outcomes.
Day to day, you'll...

 

• Assist Office Manager & Transformation Manager with the seamless integration of the acquired CPA office into H&R Block’s operations
• Partner with Office Manager to create growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
• Assist in integration of the firm to Block Advisor's platforms
• Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
• Coordinate with various departments to ensure smooth workflow and communication
• Provide operational support to CPA associates, ensuring they have the resources needed to perform their duties effectively
• Develop and maintain project plans, including resource assignments, risks, and issues
• Collaborate closely with the Office Manager to ensure operational processes are executed both timely and accurately
• Assist in the implementation of new processes and systems to improve office efficiency.
• Execute on Standard Operating Procedures (SOP)
• Maintain accurate records and documentation related to office operations
• Other duties as assigned and appropriate for the office

What you'll bring to the team...:

• Strong analytical, decision-making, judgement skills and the ability to function well in a fast-paced environment with minimal supervision
• Computer proficient can use MS Office and other web-based applications/software
• Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
• Must be capable of managing multiple tasks effectively
• Possesses experience in tax, bookkeeping, and business services field, or has worked with integration processes
• Detail-oriented with a focus on accuracy and efficiency
• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 3 years minimum related work experience

It would be even better if you also had...:

• 3-5 years of experience in operations, including but not limited to corporations, small business services, and tax and accounting services
• 1-2 years of experience with various tax, bookkeeping, and revenue-building software systems
• Previous experience supervising associates is a plus, but this role does not include people management responsibilities

Why work for us: Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com .

Equal Opportunity Employer : H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $62,800.00 - $94,200.00/Yr. Sponsored Job: #LI-KM2