Associate Team Leader
Listed on 2026-01-01
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Management
Join us as an Associate Team Leader 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 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.
A Typical Day... As an Associate Team Leader
, you’ll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office.
Responsibilities:
- Support the Multi-Unit Team Leader, serving as an onsite point of contact for tax office associates and clients, ensuring quality and consistent execution
- Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
- Serve as point of contact for onsite escalated client service concerns
- Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
- Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
- Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
- Lead daily huddles and communicate essential information to office associates
Requirements:
- Prior experience working in customer service or similar role
- Strong organizational skills and ability to plan and manage day-to-day office operations
- Customer-centric mindset and strong communication skills
- Computer proficient with the ability to use MS Office
- Demonstrated ability to work independently with minimal supervision
- Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
- High school diploma / equivalent or higher
What We Offer:
- 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
EEO Statement: 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.
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