Team Leader, Management

Overview

Team Leader role at H&R Block. Lead a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. 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.

• Provide leadership and development for tax office associates.
• Lead daily activities to ensure work is completed on time with quality standards and in alignment with priorities and goals.
• Train and coach associates to execute Service Standards and recognize outstanding contributions.
• Lead daily team meetings and communicate essential information to staff.
• Create associate work schedules and ensure accurate timekeeping and overtime management.
• Prepare tax returns, as required.
• Conduct timely performance reviews and resolve associate issues in partnership with the Associate Relations Center.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Assist with recruiting and interviewing candidates for tax office positions.
• Serve as the point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved.

• Prior experience in customer service, shift leadership, or similar roles; 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.
• Flexible work schedule and adaptability to business needs.
• High school diploma or equivalent or higher.
• Demonstrated passion, determination, and resilience with a customer-centric mindset.

H&R Block invests in our people by supporting their total well-being. Our benefits help associates plan for health, wellbeing, and financial wellness needs, including:

• Employee Assistance Program with Health Advocate and wellbeing program to build healthy habits.
• Neurodiversity and caregiver support for you and your family.
• Discounts on everyday items and services.
• Benefits with eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Check available benefits at

H&R Block is committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. We are an equal opportunity employer and celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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 not an offer or guarantee of employment.

Location:

Montpelier, OH