Team Leader, Management

Overview

At H&R Block, we believe in the power of people helping people and a high performing, connected culture where everyone belongs. This role is a Team Leader responsible for providing leadership to a customer-centric team of associates and accelerating seasonal tax business by managing a single H&R Block tax office. You will lead the front-line management of tax office associates, deliver an outstanding client experience, and help the office achieve growth objectives.

• Provide leadership and development of tax office associates.
• Deliver an outstanding client experience and achieve office growth objectives.
• Advance knowledge and 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 in recruiting and interviewing candidates for tax office positions.
• Serve as point of contact for onsite escalated client service concerns and ensure proper scheduling and conflict resolution.
• Lead daily activities to ensure all tax office work is completed on time with attention to quality standards and priorities.
• Train and coach associates to execute Service Standards and recognize outstanding contributions.
• Lead daily team meetings, communicate essential information, and create associate work schedules with accurate timekeeping and overtime management.
• Prepare tax returns when required and conduct timely performance reviews; address performance concerns with appropriate resources.

• 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; ability to work independently with minimal supervision.
• Strong customer-centric mindset, flexibility in work schedule, and ability to adapt to business needs.
• High school diploma / equivalent or higher.

• Employee benefits including medical coverage, 401(k) retirement savings plan, Employee Stock Purchase Plan, and other programs with eligibility requirements.
• Wellbeing programs and support services (e.g., Wellbeing program, Better You, Neurodiversity and caregiver support).
• Additional discounts on everyday items and services.
• Enrollment or completion of required training is not a guarantee of employment; see policy details for conditions.

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

Location:

Wheeling, IL (examples shown in original listing may reflect opportunities in multiple locations).