Team Leader, Management

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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.

At H&R Block, we re 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.

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. You’ll also serve as a knowledgeable resource on tax topics and products for associates to help them excel.

• Provide leadership to a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
• Lead daily activities to ensure that all tax office associates’ work is completed on time, with attention to quality standards, priorities and overall goals.
• Build an engaging team environment by training and coaching associates to execute Service Standards and recognize outstanding contributions.
• 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.
• Coordinate recruiting and interviewing candidates for tax office associate positions in coordination with the District General Manager.
• Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage office community involvement.
• Serve as the point of contact for onsite escalated client service concerns and ensure clients are scheduled properly and conflicts are resolved.
• Provide leadership and development of tax office associates, delivering an outstanding client experience and achieving growth objectives.
• Conduct timely performance reviews and work with the Associate Relations Center to resolve issues and address performance concerns.

• Prior experience in a customer service, shift leader, or similar role; experience supervising or managing people.
• 2+ years as a Tax Professional (or equivalent) with required tax knowledge as applicable.
• 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 all IRS and applicable state requirements.
• Computer proficiency with MS Office and the ability to work independently with minimal supervision.
• Demonstrated ability to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent or higher.

• 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.
• Lead and manage the day-to-day work of the team to ensure deadlines are met and service standards are achieved.
• Lead and coach associates to execute on Service Standards and recognition of outstanding contributions.
• Ensure a positive, engaging team environment, including daily team meetings and effective communication.

At H&R Block we remain committed to building a connected culture — trust, care, and connections are how we work together to create an environment where everyone feels safe to bring their authentic self to work every day and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists and surrounded by colleagues who help each other grow and support one another.

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.

If you’re looking to make an impact, H&R Block is the place for you.

• 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.