BA Team Leader

As a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings). You’ll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed.

You’ll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April. After working a successful tax season, you will work a reduced work schedule during the summer months and may even apply for advancement opportunities.

• Partner with the District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
• Build an engaging team environment by training and coaching associates and recognizing outstanding associate contributions
• Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment*
• 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 that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Lead daily team meetings and communicate essential information to tax office associates
• Create associate work schedules and ensure accurate timekeeping and overtime management
• Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns

• 2+ years as a Tax Professional
• Prior experience working 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*
• Annual completion of continuing education and ability to meet all other IRS and applicable state requirements
• Customer-centric mindset with strong communication skills
• Computer proficient with the ability to use MS Office
• Ability to work independently with minimal supervision
• Able to work a flexible work schedule and flexibility in work assignments based on business needs
• High school diploma or equivalent

Pay range: $15.00 - $65.00 per hour. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Qualifying associates can enroll themselves in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, and other benefits.

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.

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists.

H&R Block is an equal opportunity employer and we celebrate diversity in the workplace.

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

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.