Block Advisors Associate Team Leader

Overview

At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business through a long‑term strategy called Block Next, focusing on innovation, client experience, and sustainable growth.

As an Associate Team Leader you’ll start a flexible part‑time schedule in early December and transition to full‑time from January through April. You’ll support a single retail office during tax season, consistently exceed client expectations, and provide daily operations direction for the tax office.

• Support the Multi‑Unit Team Leader and serve as the onsite point of contact for tax office associates and clients.
• Execute and hold all tax office associates accountable to Service Standards and client service experience; escalation to the Multi‑Unit Team Leader and District General Manager as necessary.
• Serve as the point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi‑Unit Team Leader and District General Manager as necessary.
• Lead the office from the front desk, provide phone coverage, and engage with clients to deliver an outstanding experience.
• Lead daily activities to ensure all tax office associates are scheduled and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals.
• Lead daily huddles and communicate essential information to office associates.

• 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.
• Demonstrated ability to work independently with minimal supervision.
• Positive attitude.
• Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs.
• High school diploma / equivalent or higher.

• 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.
• Medical coverage, 401k retirement savings plan, and employee stock purchase plan (additional eligibility requirements).
• to checkout all available benefits.

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.