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 aim to maintain a high performing, connected culture where everyone feels like they belong.

We are driving a multi-year transformation plan known as Block Next that focuses on innovation, client experience, and sustainable growth. This roadmap is designed to elevate how we work, how we serve, and how we lead in our industry.

Joining us as a Team Leader
, you’ll provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front-line manager to develop tax office associates, deliver an outstanding client experience, and achieve all office growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates.

• Partner with the 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
• Serve as the point of contact for onsite escalated client service concerns
• Ensure clients are scheduled properly and conflicts are resolved
• Lead daily activities to ensure all tax office associates complete work according to deadlines, with attention to quality standards, priorities, and goals
• Build an engaging team environment by training and coaching associates to execute on 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
• Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues

• Prior experience working 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 proficient with the ability to use MS Office
• Demonstrated ability to work independently with minimal supervision
• Customer-centric mindset, with passion, determination, and resilience
• Able to work a flexible schedule and adapt to business needs
• High school diploma / equivalent or higher

• Partner with the 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
• 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 overall goals
• Build an engaging team environment by training and coaching associates to execute on 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
• Conduct timely performance reviews and partner with Associate Relations Center to resolve issues

At H&R Block, we believe in investing in our people and their total well-being. Our benefits can 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
• Various discounts on…