Team Leader, Management

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. We strive to maintain 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.

Joining us as a Team Leader
, you’ll provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front-line manager to develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives. You’ll also grow your knowledge and skills as you support associates on tax topics and products.

• Lead a daily, client-focused team within a single tax office to meet deadlines with quality standards and priorities.
• Develop 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.
• Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage office community involvement.
• Assist in recruiting and interviewing candidates for tax office roles; serve as the point of contact for escalated client service concerns.
• Prepare tax returns as required and resolve scheduling conflicts to ensure proper client appointments.
• Conduct timely performance reviews and address performance concerns with the Associate Relations Center as needed.

• Prior experience in customer service, shift leadership, or similar roles; experience supervising or managing people.
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course* (if preparing tax returns).
• Annual continuing education and ability to meet IRS and state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Flexible schedule and willingness to adapt work assignments based on business needs.
• High school diploma or equivalent (or higher).

• Employee Assistance Program with Health Advocate and wellbeing program to support health, wellbeing, and financial needs.
• Neurodiversity and caregiver support; various discounts on everyday items and services.
• Medical coverage, 401k, Employee Stock Purchase Plan (eligibility may vary).
• Learn more about benefits at

Wilsonville, OR;
Newberg, OR;
West Linn, OR; various postings with salary ranges listed per location.

The Community You Will Join: H&R Block is an equal opportunity employer committed to a diverse and inclusive workplace where everyone can belong.