Team Leader, Management

Overview

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• Lead a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
• Provide leadership and development of tax office associates, deliver an outstanding client experience, and achieve all office-related growth objectives.
• Serve as a knowledgeable resource on tax topics and products for associates and help advance your knowledge and skills while serving as a resource to the team.
• 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 and ensure clients are scheduled properly with conflicts resolved.
• Lead daily activities to ensure all tax office associates complete work by deadlines with quality standards and priority alignment.
• 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.
• Conduct timely performance reviews and partner with the Associate Relations Center to address performance concerns.

• Prior experience in a customer service, shift leader, or similar role with the ability to supervise or manage people.
• 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 the ability to use MS Office.
• Demonstrated ability to work independently with minimal supervision.
• Passionate, determined and resilient with a customer-centric mindset.
• Able to work a flexible work schedule and adapt to business needs.
• High school diploma / equivalent or higher.
• Multi-unit people management experience in the retail, restaurant, banking, or other related industry.
• 2+ years as a Tax Professional.

• 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.
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility requirements apply).
• Employee Assistance Program with Health Advocate.
• Check out all available benefits at

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists and surrounded by colleagues who are committed to helping each other grow and support each other.

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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