Team Leader, Finance & Banking

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Our company believes in the power of people helping people. We strive to provide help and inspire confidence in our clients, associates, and communities, and maintain a high-performing, connected culture where everyone belongs. We are pursuing Block Next—a multi-year roadmap focused on innovation, client experience, and sustainable growth to elevate how we work, serve, and lead in our industry.

At H&R Block, we're curious, creative, and proactive in turning challenges into opportunities to make a meaningful difference where you live, work, and play.

• Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
• Lead and develop tax office associates, delivering an outstanding client experience and achieving office growth objectives.
• Advance knowledge and skills to excel as a resource on tax topics and products for associates.
• Lead daily activities to ensure that all tax office associates’ work is completed on time, with attention to quality standards, priorities, and overall goals.
• 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 (where permitted).
• Conduct timely performance reviews and partner with the Associate Relations Center to address performance concerns.

• Multi-unit people management experience in the retail, restaurant, banking, or related industry.
• 2+ years as a Tax Professional.
• 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 all IRS and applicable state requirements.
• Computer proficient with the ability to use MS Office.
• Demonstrated ability to work independently with minimal supervision.
• Passionate, determined, and resilient with a customer-centric mindset.
• Able to work a flexible work schedule and adapt to changes in business needs.
• High school diploma or equivalent or higher.

We invest in our people and their total well-being. Our benefit offerings help associates plan for health, wellbeing, and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help you 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 out all available benefits at

We remain committed to building a connected culture — trust, care, and connections guide how we work together to create an environment where everyone feels safe to bring their authentic self and belong as part of a larger team.

You will be immersed in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues who are dedicated to helping each other grow.

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.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.

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