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. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Why work for us:
We are curious, creative, and constantly moving forward. We aim to provide an environment that supports growth and collaboration.

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. 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 develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives.

You’ll also serve as a knowledgeable resource on tax topics and products for associates.

• Lead a tax office team to deliver an exceptional client experience and achieve growth objectives.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing community involvement.
• Assist in recruiting and interviewing candidates for tax office positions.
• Serve as the point of contact for onsite escalated client service concerns and ensure proper scheduling and conflict resolution.
• Direct daily activities to ensure tasks are completed on time with quality standards and aligned with priorities and goals.
• Train and coach associates to execute service standards and recognize outstanding contributions; lead daily team meetings and communicate essential information.
• Prepare associate work schedules, ensure accurate timekeeping and overtime management.
• Prepare tax returns as required and conduct timely performance reviews; address associate issues in collaboration with the Associate Relations Center.

• 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; customer-centric mindset.
• Flexibility in work schedule and assignments based on business needs.
• High school diploma or equivalent or higher.

H&R Block provides benefits to support associates’ health, wellbeing, and financial wellness, including:

• Employee Assistance Program with Health Advocate
• Wellbeing program (Better You) to build healthy habits
• Neurodiversity and caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan (where eligible)
• Details available at

We are committed to building a Connected Culture where trust, care, and connections help us work together and foster an environment where everyone belongs. You will be in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues who support each other’s growth. H&R Block is an equal opportunity employer; we celebrate 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&Block is the place for you.

Note: 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.

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