Team Leader, Management

Overview

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4 days ago
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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 strive to maintain a high performing, connected culture where everyone feels like they belong.

We are focused on a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth to elevate how we work, serve, and lead in our industry.

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.

• Provide leadership and development of tax office associates, delivering an outstanding client experience and achieving office growth objectives.
• Serve as front-line manager and knowledge resource on tax topics and products for associates.
• Lead daily activities to ensure work is completed on time with attention to quality standards, 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 resolve issues and address performance concerns.

• Partner with 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.
• Ensure clients are scheduled properly and conflicts are resolved.
• Lead daily activities to ensure all tax office associates work is completed on time and to quality standards.
• Lead and coach to maintain Service Standards and recognize contributions.
• Lead daily team meetings and communicate essential information to staff.
• Prepare associate work schedules and ensure accurate timekeeping.
• Prepare tax returns, as required.
• Conduct timely performance reviews and address performance concerns in collaboration with appropriate channels.

• Prior experience in customer service, shift leadership, or a 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 state requirements.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset with determination and resilience.
• Flexible work schedule and adaptability to business needs.
• High school diploma or equivalent or higher.

H&R Block invests in our people by supporting their total well-being. Benefits may include:

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help build healthy habits.
• Neurodiversity and caregiver support for you and your family.
• Discounts on everyday items and services.
• Medical coverage, 401k and Employee Stock Purchase Plan (eligibility requirements apply).
• Check all available benefits at

At H&R Block we are committed to building a connected culture where trust, care, and connections help us work together and create an environment where everyone belongs. We are an equal opportunity employer 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.

If you’re looking to make an impact, H&R Block is the place for you.