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Office Leaders (Year-Round) at the Princeton and Buffalo locations

Posted: 08/29/2021

Purcell Financial, an H&R Block Franchisee, is looking for fulltime (year-round) Office Leaders that are client focused and results driven to lead its Princeton and Buffalo, MN offices. We are seeking passionate, professional, and customer-service minded individuals to provide help and inspire confidence in our clients and communities.
This position serves as the front-line manager that will lead and develop tax office employees, deliver an outstanding client experience, and achieve all office related growth objectives. They will exemplify honesty and integrity as part of the most trusted brand in the tax preparation industry and guide a team that embraces the communities we serve.
The Position: We are looking for a Office Leader in both our Princeton and Buffalo offices. Pay rates will depend on candidate qualifications. Incentives and bonuses are associated with this role.

  • Year-round job opportunity
  • Free personal tax preparation
  • Employer matched retirement savings plan (after eligibility requirements have been met)
  • Additional discounts through H&R Block/Beneplace include:
    • Movies
    • Home electronics
    • Personal computers
    • Wireless phone services (Verizon and AT&T)
    • Deals on travel and entertainment options
    • Other national and local discounts

Responsibilities of Office Leader (Day to day) 

  • Partner with management to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement 

  • Assist management in recruiting and interviewing candidates for tax office positions 

  • Serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block and the services we provide    

  • Ensure clients are scheduled properly and conflicts are resolved 

  • Lead daily activities to ensure that all tax office employees work is completed according to deadlines, with attention to quality standards, priorities and overall goals 

  • Build an engaging team environment by training and coaching employees to execute on operating procedures and recognizing outstanding employee contributions 

  • Lead regular team meetings and communicate essential information to tax office employees 

  • Create employee work schedules and ensure accurate timekeeping and overtime management 

  • Prepare tax returns 


Qualifications/Skills (What you will bring to the team) 

  • Prior experience working in a customer service, shift leader, or similar role 

  • Strong organizational skills with attention to detail and the ability to plan/manage day-to-day office operations 

  • Experience supervising, managing people, or leading a team 

  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course2 

  • Ability to meet all IRS and applicable state requirements and completion of required continuing education 

  • Customer-centric mindset with strong communication skills 

  • Computer proficient with the ability to use MS Office 

  • Demonstrated ability to work independently with minimal supervision? 

  • Passionate, determined, resilient under stress, and a will to win attitude 

  • Able to work a flexible work schedule of 40 hours per week and flexibility in work assignments based on business needs 

  • High school diploma / equivalent or higher 

Preferred but not required:  

  • 2+ years as a Tax Professional 

  • 2-5 years of work experience in an administrative/office management role 

  • History of delivering outstanding customer experiences 

About H&R Block...
We are here to live our purpose to provide help and inspire confidence in our clients and communities everywhere. We take our work personally because we know what it represents: Families and homes. Livelihoods and lives.

We have been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we have grown to approximately 12,000 tax offices throughout the United States and around the world. When you join our team, you will add to the momentum of a forward-thinking company - one that defined an industry and is now leading its transformation.
  • Forbes named H&R Block "Best Employer for Women" for 2018-2019.
  • Comparably named H&R Block "Best Companies for Work-Life Balance" in 2019.
  • Forbes named H&R Block "Best Employers for Diversity" for 2018-2020.

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