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 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. 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 will grow stronger every year. Joining us 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 you’ll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates.

• Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single tax office.
• Lead the front-line management and development of tax office associates; deliver an outstanding client experience and achieve office growth objectives.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Assist in recruiting and interviewing candidates for tax office 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 meet deadlines, quality standards, priorities, and goals.
• Build an engaging team environment by training and coaching associates on Service Standards; lead daily team meetings and communicate essential information.
• Create associate work schedules, ensure accurate timekeeping and overtime management.
• Prepare tax returns, as required; conduct timely performance reviews and coordinate with Associate Relations Center to resolve issues.

• 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 all IRS and applicable state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Customer-centric mindset, passionate, determined, and resilient.
• Flexible work schedule and adaptability to business needs; high school diploma or equivalent or higher.

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

• 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
• Discounts on everyday items and services
• Benefits with eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Check available benefits at

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe bringing their authentic self to work and belonging to a larger team. You will be part of an exceptional work environment recognized on Best Companies lists, with colleagues who help each other grow and succeed. 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.

Job type:
Full-time | Industries:
Retail | Seniority level:
Not Applicable