Team Leader, Management

Overview

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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.

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.

• Inspire people to make confident, informed decisions about their lives, careers, and money.
• Build client relationships that strengthen year over year.
• 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 the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office-related growth objectives.
• Advance knowledge and skills to excel, serving as a knowledgeable resource on tax topics and products for associates.

• Multi-unit people management experience in retail, restaurant, banking, or related industry (preferred).
• 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 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 willingness to adjust work assignments based on business needs.
• High school diploma / equivalent or higher.

• Partner with 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 point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved.
• Lead daily activities to ensure tax office work is completed on time with quality standards and priorities.
• Build an engaging team environment by training and coaching associates to meet 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.
• Conduct timely performance reviews and address performance concerns.

• Experience in customer service, shift leadership, or similar roles; experience supervising or managing people.
• Tax knowledge assessment or tax course completion as applicable.
• IRS and state requirements met through continuing education.
• Proficiency in MS Office; ability to work independently.
• Customer-centric mindset, resilience, and flexibility in work assignments.

At H&R Block, we invest in our people by supporting their total well-being with benefits that address health, wellbeing and financial needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help you build healthy habits.
• Neurodiversity and caregiver support; various discounts on everyday items and services.
• Medical Coverage, 401k, and Employee Stock Purchase Plan (where eligible).
• Check out all available benefits at

We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to be their authentic self and belong to a larger team.

H&R Block is an equal opportunity employer and celebrates diversity in the workplace.

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

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.