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Associate Team Leader

Job in Wake Forest, Wake County, North Carolina, 27588, USA
Listing for: H&R Block
Full Time position
Listed on 2026-01-01
Job specializations:
  • Retail
    Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below

Overview

Join to apply for the Associate Team Leader role at H&R Block
.

At H&R Block, we believe in the power of people helping people and strive to provide help and inspire confidence in our clients, associates, and communities everywhere. We focus on a high performing, connected culture where everyone feels like they belong.

We are on a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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 that promotes the value of H&R Block.
  • Execute and hold all tax office associates accountable to the client service experience, escalating 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 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 tax office associates are scheduled and work is completed according to deadlines, with attention to quality standards and priorities.
  • Lead daily huddles and communicate essential information to office associates.
Your Expertise
  • Prior experience working in customer service or a similar role.
  • Strong organizational skills and ability to plan and manage day-to-day office operations.
  • Customer-centric mindset and strong communication skills.
  • Computer proficiency with the ability to use MS Office.
  • Ability to work independently with minimal supervision.
  • Flexible schedule of 40 hours per week with adaptability based on business needs.
  • High school diploma or equivalent or higher.
Why work for us

We invest in our people by supporting their total well-being. Our benefits help associates plan for 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 eligibility:
    Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
The Community You Will Join

We remain committed to building a Connected Culture where trust, care, and connections help us create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team.

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.

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Position Requirements
10+ Years work experience
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