Team Leader, Management

Overview

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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 strive for a high performing, connected culture where everyone feels like they belong. We are focused on Block Next, a long-term strategy for innovation, client experience, and sustainable growth. We aim 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.

A Typical Day

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. As a Team Leader
, you’ll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office-related growth objectives. We’ll help you advance your knowledge and skills as you 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 the District General Manager in recruiting and interviewing candidates for tax office associate positions
• 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 that all tax office associates work is completed on time with quality standards, priorities, and goals
• Build an engaging team environment by training and coaching associates to execute on 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 partner with Associate Relations Center to resolve issues and address performance concerns

• Prior experience working 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 proficient with the ability to use MS Office
• Demonstrated ability to work independently with minimal supervision
• Customer-centric mindset with a passionate, determined and resilient attitude
• Able to work a flexible schedule based on business needs
• High school diploma / equivalent or higher

• Partner with District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement
• Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions
• 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 that all tax office associates work is completed on time with quality standards, priorities and overall goals
• Build an engaging team environment by training and coaching associates to execute on Service Standards, recognizing 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 partner with Associate Relations Center to resolve associate issues and address performance concerns

Why work for us

At H&R Block, we…