Team Leader, Management
Listed on 2025-10-31
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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. We aim for a high performing, connected culture where everyone belongs. We are focused on ongoing transformation through Block Next to elevate how we work, serve, and lead in our industry. We welcome challenges as opportunities to make a meaningful difference in the communities we serve.
A Typical Day:
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. 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 be the front-line manager to lead the tax office associates, deliver an outstanding client experience, and achieve office growth objectives. You’ll also develop knowledge on tax topics and products to support the team.
Responsibilities- 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 growth objectives.
- Advance knowledge and serve as a knowledgeable resource on tax topics and products for associates.
- 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 associate positions.
- Serve as point of contact for onsite escalated client service concerns and ensure clients are scheduled properly with conflicts resolved.
- Lead daily activities to ensure all tax office associates complete work by deadlines with attention to quality standards and priorities.
- Train and coach associates to execute Service Standards and recognize outstanding contributions; lead daily team meetings and communicate essential information.
- Create associate work schedules and ensure accurate timekeeping and overtime management.
- Prepare tax returns as required and conduct timely performance reviews; address performance concerns with the Associate Relations Center as needed.
- Prior experience in a customer service, shift leader, 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 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.
- Strong customer-centric mindset, flexibility in work 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; discounts on everyday items and services.
- Benefits with eligibility requirements:
Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan. - Check available benefits at
H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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.
Note:
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.
Location:
Branson, MO
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