Team Leader, Management

Overview

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 for a high performing, connected culture where everyone belongs. We are pursuing a long-term strategy and transformation plan known as Block Next to elevate how we work, how we serve, and how we lead in our industry.

Joining us 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.

You’ll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience and achieving all office-related growth objectives. You’ll also advance your knowledge and skills to excel with us as you serve as a knowledgeable resource on tax topics and products for associates.

• 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, with attention to quality standards, priorities, and overall 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 address performance concerns.

• Prior experience 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 IRS and applicable state requirements.
• Computer proficiency with MS Office and ability to work independently with minimal supervision.
• Strong customer-centric mindset, with passion, determination, and resilience.
• Able to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent (or higher).

We invest in our people and support their total well-being. Our benefits can help associates plan for health, wellbeing, and financial wellness needs, including:

• Employee Assistance Program with Health Advocate
• Wellbeing program (Better You) to help build healthy habits
• Neurodiversity and caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility applies)
• Check available benefits at

We are committed to building a connected culture where trust, care, and connections help us work together. You will be in an environment recognized on Best Companies lists, surrounded by colleagues dedicated to helping each other grow and support one another. H&R Block is an equal opportunity employer, welcoming and celebrating 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.

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.

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