BA Team Leader

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 also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next.

This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. We are curious, creative, and always on the move. 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 a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings). You’ll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed.

You’ll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April. After a successful tax season, you will work a reduced schedule during the summer months and may apply for advancement opportunities.

Requirements

2+ years as a Tax Professional

What you'll bring to the team

• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement
• Build an engaging team environment by training and coaching associates and recognizing outstanding associate contributions
• Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment
• Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions
• Serve as 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 according to deadlines, with attention to quality standards, priorities and overall goals
• Lead daily team meetings and communicate essential information to tax office associates
• Create associate work schedules and ensure accurate timekeeping and overtime management
• Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns

Your Expertise

• 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
• Annual completion of continuing education and ability to meet all other IRS and applicable state requirements
• Customer-centric mindset with strong communication skills
• Computer proficient with the ability to use MS Office
• Ability to work independently with minimal supervision
• Able to work a flexible work schedule and flexibility in work assignments based on business needs
• High school diploma or equivalent

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique 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 available to you and your family
• Various discounts on everyday items and services
• Benefits with additional eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Check out all available benefits at

The Community You Will Join

At H&R Block we remain committed to building a Connected Culture — one in which trust, care,…