Team Leader, Management

Overview

At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities. We value a connected culture with diversity and inclusion where everyone belongs. We are pursuing Block Horizons 2025 to deliver bigger ambitions, faster transformation, and extraordinary results. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day — As you inspire people to make informed decisions about their lives, careers, and money, you’ll build client relationships that strengthen over time. You will join as a Team Leader
, providing leadership to a customer-centric team of associates and accelerating seasonal tax business by managing a single H&R Block tax office. You’ll be a front-line manager, developing tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You will also 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, develop local partnerships, and manage office community involvement.
• Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions.
• Serve as the point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved.
• Lead daily activities to ensure all tax office associates complete work on time with quality standards and alignment to priorities and goals.
• 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.
• Conduct timely performance reviews and partner with the Associate Relations Center to address performance concerns.

• 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 Course1 (if preparing tax returns).
• Annual completion of 10 hours of continuing education and ability to meet all IRS and applicable state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Customer-centric mindset, passionate, determined, and resilient.
• Ability to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent (or higher).

• Multi-unit people management experience in retail, restaurant, banking, or related industries; experience managing people within military service positions can be a good fit.
• 2+ years as a Tax Professional.

• Employee Assistance Program with Health Advocate.
• Wellbeing program (Better You) to build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Check all available benefits (link provided by employer).

H&R Block is committed to a Connected Culture — trust, care, and connections that help everyone feel safe bringing their authentic selves to work. You will be part of an exceptional work environment recognized on Best Companies lists, with colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We welcome and 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.

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.