Team Leader, Management

Overview

Join to apply for the Team Leader role at H&R Block
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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.

We are curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Typical day:
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year.

Location and compensation information may vary by office.

• As you join 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.
• 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 with us as you serve as a knowledgeable resource on tax topics and products for associates.
• 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, recognizing 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 resolve associate issues and address performance concerns.

• Partner with 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 office work is completed on time with quality and alignment to goals
• Foster an engaging team environment through training and coaching
• Lead daily team meetings and communicate essential information
• Create associate work schedules and ensure accurate timekeeping
• Prepare tax returns, as required
• Conduct timely performance reviews and address associate issues

• Prior experience in customer service, shift leadership, or similar roles
• 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 IRS and state requirements
• Computer proficiency with MS Office
• Ability to work independently with minimal supervision
• Customer-centric mindset with resilience and adaptability
• Flexible work schedule and willingness to adjust based on business needs
• High school diploma / equivalent or higher

We invest in our people and their total well-being. Our benefits can help associates plan for health, wellbeing, and financial needs, including:

• Employee Assistance Program with Health Advocate
• Better You wellbeing program
• Neurodiversity and caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility varies)
• Check available benefits at

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe bringing their authentic self to work and belonging to a larger team. You will be in an exceptional work environment recognized on best companies lists, with colleagues dedicated to helping each other grow.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.