Team Leader, Management

Overview

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 strive to maintain a high performing, connected culture where everyone feels like they belong. We are committed to Block Next, a multi-year roadmap focusing on innovation, client experience, and sustainable growth.

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 provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office-related growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates.

A typical day involves inspiring people to make confident, informed decisions about their lives, careers, and money, and building client relationships that strengthen over time.

• Lead a customer-centric team of associates and manage a single H&R Block tax office to accelerate seasonal tax business.
• Provide leadership and development for tax office associates, delivering an outstanding client experience and achieving office growth objectives.
• Assist in advancing knowledge and skills related to tax topics and products for associates.
• Partner with District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Recruit and interview 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 resolved.
• Lead daily activities to ensure all tax office work is completed on time with attention to quality standards, priorities, and goals.
• Train and coach associates to meet Service Standards and recognize outstanding contributions; lead daily team meetings and communicate essential information.
• Create associate work schedules, ensure accurate timekeeping and overtime management.
• Prepare tax returns as required; conduct timely performance reviews and address performance concerns with the Associate Relations Center.

• Prior experience in a customer service, shift leader, or similar role; experience supervising or managing people.
• 2+ years as a Tax Professional (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 IRS and state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Possess a customer-centric mindset, be flexible with work schedule and assignments based on business needs.
• High school diploma or equivalent or higher.

• Wellbeing program, Better You, to help you build healthy habits;
  Neurodiversity and caregiver support; various discounts on everyday items and services.
• Employee Assistance Program with Health Advocate;
  Medical Coverage, 401k, and Employee Stock Purchase Plan available with eligibility.
• Check available benefits at

H&R Block is committed to building a connected culture where trust, care, and connections help us work together. We strive to create an environment where everyone can bring their authentic self to work and feel they belong as part of a larger team. We are an equal opportunity employer and celebrate diversity in the workplace.

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.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Information Technology
• Industries:
  Retail

Bowling Green, KY • $140,000 - $160,000
• 12 hours ago