Associate Team Leader

Overview

Associate Team Leader at H&R Block. You will support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. The role starts with a flexible part-time schedule in late fall and transitions to full-time from January through April.

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 committed to a long-term transformation plan known as Block Next to elevate how we work, serve, and lead in our industry.

We value curiosity, creativity, and embracing challenges as opportunities to make a meaningful difference where you live, work, and play.

• Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients, ensuring quality and consistent execution to promote the value of H&R Block
• Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Serve as point of contact for onsite escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
• Lead daily activities to ensure that all tax office associates are scheduled and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals
• Lead daily huddles and communicate essential information to office associates

• Prior experience working in customer service or a similar role
• Strong organizational skills and ability to plan and manage day-to-day office operations
• Customer-centric mindset and strong communication skills
• Computer proficiency with the ability to use MS Office
• Demonstrated ability to work independently with minimal supervision
• Ability to work a flexible schedule of 40 hours per week with flexibility based on business needs
• High school diploma or equivalent or higher

At H&R Block, we invest in our people to support their total well-being. Our benefits 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
• Various discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility requirements apply)

We are committed to a Connected Culture where trust, care, and connections help us 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 who help each other grow.