Logo for H&R Block

Associate Manager, Second Look

Role overview

Qualifications

  • Bachelor’s degree in a related field or equivalent work experience
  • 5+ years of experience in accounting, finance, bookkeeping, or tax

Responsibilities

  • Lead virtual operations for the Second Look pod/teams, overseeing staffing and workflow
  • Facilitate daily virtual huddles to share updates and reinforce team alignment
  • Manage associate performance, including timely reviews
  • Recruit, interview, and select year-round and seasonal Virtual Tax Professionals

Key facts

Other skills

  • Team Leadership
  • Coaching
  • Mentorship
  • Engagement Skills
  • Communication

About the company

H&R Block logo

H&R Block

Tax Advisory & Tax Services

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Company details

Company typeLarge
IndustryTax Advisory & Tax Services
Company size10001

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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. 
Required Qualifications:

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.
Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Administrative Director Related jobs

Other jobs at H&R Block

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.