Team Leader, Management

Overview

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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 pursue a high performing, connected culture where everyone belongs. We are focused on transforming our business through Block Next, a multi-year roadmap aimed at innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and want to make a meaningful difference where you live, work, and play, our door is always open.

• Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
• Serve as front-line manager for leadership and development of tax office associates, delivering an outstanding client experience and achieving office growth objectives.
• Act as a knowledgeable resource on tax topics and products for associates, helping advance their knowledge and skills.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Assist the District General Manager in recruiting and interviewing candidates for tax office positions.
• Serve as the point of contact for on-site escalated client service concerns and ensure clients are scheduled properly with conflicts resolved.
• Lead daily activities to ensure tax office work is completed on time, with attention to quality standards and priorities.
• Build an engaging team environment by training and coaching associates to execute on service standards and recognize outstanding contributions.
• Lead daily team meetings and communicate essential information to tax office associates.
• Create associate work schedules and ensure accurate timekeeping and overtime management.
• Prepare tax returns, as required, and conduct timely performance reviews; partner with Associate Relations Center to address performance concerns.

• Experience in a customer service, shift lead, or similar role; demonstrated ability to supervise or manage people.
• 2+ years as a Tax Professional or equivalent experience.
• 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; ability to work independently with minimal supervision.
• Flexible schedule and adaptability to business needs; high school diploma or equivalent or higher.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help build healthy habits.
• Neurodiversity and caregiver support; various discounts on everyday items and services.
• Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility may apply).
• Check benefits at

We are committed to a Connected Culture where trust, care, and connections guide how we work together. We strive to create an environment where everyone can bring their authentic self to work and feel they belong as part of a larger team. We aim to be recognized on Best Companies lists and to support colleagues in their growth.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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.