Team Leader, Finance & Banking

Overview

Join to apply for the Team Leader role at H&R Block
.

Our Company

At H&R Block
, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block
, we re curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

• Lead a customer-centric team of associates in a single H&R Block tax office and accelerate seasonal tax business.
• Provide front-line leadership and development of tax office associates, delivering an outstanding client experience and achieving office growth objectives.
• Advance knowledge and skills to serve as a knowledgeable resource on tax topics and products for associates.
• Lead daily activities to ensure all tax office work is completed on time with attention to quality, priorities, and goals.
• Create an engaging team environment through training and coaching to meet Service Standards and recognize outstanding contributions.
• Lead daily team meetings and communicate essential information to tax office associates.
• Create associate work schedules, ensure accurate timekeeping and overtime management.
• Prepare tax returns, as required.
• Conduct timely performance reviews and address associate issues in partnership with the Associate Relations Center.

• Multi-unit people management experience in the retail, restaurant, banking, or related industry.
• 2+ years as a Tax Professional.
• Prior experience in customer service, shift leadership, or similar roles; experience supervising or managing people.
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course* (if preparing tax returns).
• Annual completion of continuing education and ability to meet IRS and applicable state requirements.
• Computer proficiency with MS Office and the ability to work independently with minimal supervision.
• Flexible work schedule and adaptability to business needs; high school diploma or equivalent or higher.

Why work for us:
We invest in our people by supporting their total well-being. Our benefit offerings help associates plan for health, wellbeing, and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help you build healthy habits.
• Neurodiversity and caregiver support for you and your family.
• Various discounts on everyday items and services.
• Benefits with eligibility:
  Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
• Check all available benefits at

At H&R Block
, we remain committed to building a Connected Culture — trust, care, and connections in how we work together so everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues committed to helping each other grow and support one another.

H&R Block is an equal opportunity employer, celebrating diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you’re looking to make an impact, H&R Block is the place for you.

Sponsored Job

#64631

Seniority level:
Not Applicable |

Employment type:

Full-time | Job function:
Information Technology | Industries:
Retail

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