BA Team Leader

Join to apply for the BA Team Leader role at H&R Block. As the front-line manager, you will lead the tax office associates, deliver an outstanding client experience, and achieve office growth objectives (clients, revenue and earnings). You’ll be a knowledgeable resource on tax topics and products to associates, and you may prepare accurate tax returns for clients as needed. The role begins on a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transitions to a full-time schedule from January through April.

After a successful tax season, you may work a reduced schedule during the summer and may have opportunities for advancement.

• 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 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 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

• 2+ years as a Tax Professional
• 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

At H&R Block, we believe in and 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.

• 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

We remain committed to building a Connected Culture — trust, care, and connections are how we work together as we create an environment where everyone feels safe to bring their authentic self to work and belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists and supported by colleagues who help each other grow.

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.

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.

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