Team Leader, Management

Overview

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Our Company:
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 also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to 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.

A Typical Day… As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. 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 office growth objectives.

You’ll advance your knowledge and skills as you serve as a knowledgeable resource on tax topics and products for associates.

• Provide leadership to a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
• 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.
• Advance knowledge and skills to excel, acting as a knowledgeable resource on tax topics and products for associates.
• Lead daily activities to ensure that all tax office associates complete work on time 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 the Associate Relations Center to address performance concerns.

• 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 the ability to meet all IRS and applicable state requirements.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset with a demonstrated passion, determination, and resilience.
• Flexible work schedule and the ability to adapt work assignments based on business needs.
• High school diploma / equivalent or higher.

• Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage 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 complete work on time with quality.
• Lead daily team meetings and communicate essential information to staff.
• Create associate work schedules and ensure accurate timekeeping and overtime management.
• Prepare tax returns, as required.
• Conduct timely performance reviews and address performance concerns with the Associate Relations Center.

We invest in our people and their total well-being. Our benefits support 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…