Associate Team Leader

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 to create a high performing, connected culture where everyone feels they belong. We are pursuing a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth.

Joining us as an Associate Team Leader
, you’ll support a single retail office during tax season to exceed client expectations and provide daily operations direction. The role begins with a flexible part-time schedule in late fall and transitions to a full-time schedule from January through April.

Our community is built on curiosity, creativity, and a willingness to embrace challenges as opportunities to make a meaningful difference where you live, work, and play.

• Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that promotes the value of H&R Block.
• Execute and uphold 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 as needed.
• 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 goals.
• Lead daily huddles and communicate essential information to office associates.

• Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients.
• Experience supervising or managing people and a history of delivering outstanding customer experiences.
• Strong organizational skills and ability to plan and manage day-to-day office operations.
• Customer-centric mindset and strong communication skills.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Flexibility to work a 40-hour week with schedule adjustments based on business needs.
• High school diploma or equivalent (or higher).

• Prior experience in customer service or a similar role.
• Strong organizational and communication skills.
• Ability to work flexibly in a fast-paced environment.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help 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 rules apply).

H&R Block is committed to a Connected Culture where trust, care, and connections help us create an environment where everyone feels safe bringing their authentic self to work and belonging to a larger team. We are recognized on Best Companies lists for our exceptional work environment and supportive colleagues.

H&R Block is an equal opportunity employer. We 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.