Team Leader, Management

Overview

Joining us as a Team Leader
, you’ll provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. You’ll 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. We’ll help you advance your knowledge and skills as you serve as a knowledgeable resource on tax topics and products for associates.

Base pay range $15.00/hr - $65.00/hr

• Lead daily activities to ensure that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate 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 partner with Associate Relations Center to resolve associate issues and address performance concerns

• Partner with District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
• Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions
• Serve as point of contact for onsite escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved
• Ensure the tax office operates according to deadlines and quality standards
• Demonstrate leadership in training and coaching to meet Service Standards
• Lead daily team meetings and communicate essential information to tax office associates
• Maintain associate work schedules and accurate timekeeping
• Perform related duties to support tax preparation and client service
• Conduct timely performance reviews and address performance concerns

• Prior experience in customer service, shift leadership, or similar role
• 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 to meet IRS and state requirements
• Computer proficiency with MS Office
• Ability to work independently with minimal supervision
• Customer-centric mindset, adaptable and resilient
• Flexible work schedule and willingness to adapt to business needs
• High school diploma or equivalent or higher

We are committed to the total well-being of our people, with benefit offerings to support health, wellbeing, and financial wellness. Benefits and eligibility vary by location.