Team Leader, Management

Overview

Join to apply for the Team Leader role at H&R Block
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As you inspire people to make confident, informed decisions, you’ll build client relationships that grow stronger each year. In this role you’ll provide leadership to a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front-line manager, developing tax office associates, delivering an outstanding client experience, and achieving all office growth objectives.

You’ll also be a knowledgeable resource on tax topics and products for associates.

It would be even better if you also had...

• Multi-unit people management experience in the retail, restaurant, banking, or other related industry
• 2+ years as a Tax Professional

• 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 point of contact for onsite escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved
• Lead daily activities to ensure tax office associates complete work by deadlines with attention to quality, priorities, and goals
• Build an engaging team environment by training and coaching associates to meet Service Standards
• 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 work with the Associate Relations Center to address performance concerns

• 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
• Customer-centric mindset, adaptable and resilient
• Ability to work a flexible schedule based on business needs
• High school diploma / equivalent or higher

At H&R Block, we invest in our people by supporting their total well-being. Our benefit offerings help associates plan for health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate
• Wellbeing program (Better You) to help 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 available benefits at

We are committed to a Connected Culture where trust, care, and connections help us work together and create an environment where everyone feels safe to bring their authentic self to work. You will be part of an exceptional work environment recognized on Best Companies lists and supported by colleagues who help each other grow.

H&R Block is an equal opportunity employer, celebrating 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.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.