Team Leader, Finance & Banking

Overview

Join to apply for the Team Leader role at H&R Block
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Our Company:
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 aim for a high performing, connected culture where everyone belongs. We are pursuing Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth to elevate how we work, how we serve, and how we lead in our industry.

If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

As a Team Leader, you’ll build client relationships and lead a customer-centric team of associates while accelerating seasonal tax business by managing a single H&R Block tax office.

• Provide leadership to 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 develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives.
• Be a knowledgeable resource on tax topics and products for associates.
• Lead daily team activities and meetings, communicate essential information, and ensure work is completed according to deadlines with quality and priority alignment.
• Build an engaging team environment by training and coaching associates to meet Service Standards and recognize outstanding contributions.
• Create associate work schedules, 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 all IRS and applicable state requirements.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset; passionate, determined and resilient.
• Able to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent or higher.

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 for you and your family.
• Various discounts on everyday items and services.
• Benefits with eligibility:
  Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong as part of a larger team. You will be in an exceptional work 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. 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.

If you’re looking to make an impact, H&R Block is the place for you.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Information Technology
• Industries:
  Retail

Note:

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.