Team Leader, Management

Overview

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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 also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

As a Team Leader, you will lead a customer-centric team of associates in a single HR Block tax office and help accelerate seasonal tax business.

• Lead a customer-centric team of associates and accelerate seasonal tax business by managing a single HR Block tax office.
• Provide front-line leadership and development of tax office associates, delivering an outstanding client experience and achieving office growth objectives.
• 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 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 complete work on time with attention to quality standards and priorities.
• Build an engaging team environment through training and coaching 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 address performance concerns in partnership with the Associate Relations Center.

• 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 all IRS and applicable state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Demonstrated customer-centric mindset, positivity, and resilience; ability to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent or higher.

At H&R Block, we invest in our people by supporting their total well-being. Our benefits can 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.
• Discounts on everyday items and services.
• Benefits with eligibility requirements:
  Medical Coverage, 401k, and Employee Stock Purchase Plan.
• Details at

We are committed to a connected culture where trust, care, and connections help us grow together and ensure everyone feels they belong. You will be part of an exceptional work environment recognized on Best Companies lists and supported by colleagues who help each other grow.

H&R Block is an equal opportunity employer and celebrates 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.