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 strive for a high performing, connected culture where everyone feels they belong. We are focused on transforming the business through Block Next, a multi-year roadmap emphasizing innovation, client experience, and sustainable growth.

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

• 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 lead and develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Recruit and interview candidates for tax office associate positions; assist in the hiring process.
• Serve as the 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 work is completed on deadlines with attention to quality standards, priorities, and goals.
• Build an engaging team environment by training and coaching associates to meet 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 collaborate with the Associate Relations Center to address performance concerns.

• Prior experience in a customer service, shift lead, or similar role; experience supervising or managing people.
• 2+ years as a Tax Professional (preferred).
• 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.
• Customer-centric mindset; flexible to work schedule and assignments based on business needs.
• High school diploma or equivalent or higher.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help you build healthy habits.
• Neurodiversity and caregiver support available to 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.
• Check all available benefits at

H&R Block is building 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. You will be part of an exceptional work environment recognized on Best Companies lists, with colleagues dedicated to helping each other grow and succeed. We are an equal opportunity employer and celebrate diversity in the workplace.

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.

Note:

This listing includes general information about the role and does not constitute a contract. Nothing herein guarantees employment. Applicable details may change at any time.