Team Leader, Management

Overview

Join H&R Block as a Team Leader. You’ll provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single tax office. You’ll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You’ll be a knowledgeable resource on tax topics and products for associates.

What you'll do

• Partner with the 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 that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Build an engaging team environment by training and coaching associates to execute on Service Standards, recognizing outstanding associate 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 Associate Relations Center to resolve associate issues and address performance concerns

Qualifications/Experience

• 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* (if preparing tax returns)
• Annual completion of continuing education and ability to meet all other IRS and applicable state requirements
• Computer proficient with the ability to use MS Office
• Demonstrated ability to work independently with minimal supervision
• Positive, determined and resilient with a customer-centric mindset
• Able to work a flexible schedule and adapt to business needs
• High school diploma / equivalent or higher

Why work for us

At H&R Block, we invest in our people by supporting 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
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility varies)
• Check all available benefits at

The Community You Will Join

H&R Block is committed to a Connected Culture where trust, care, and connections help us work together and create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues dedicated to helping each other grow.

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.

Other

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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