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 strive to maintain a high-performing, connected culture where everyone feels they belong. We are focused on long-term strategy and transformation through Block Next, aimed at innovation, client experience, and sustainable growth.

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

• Lead 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 office growth objectives.
• Be a knowledgeable resource on tax topics and products for associates while helping them develop their skills.
• Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage office community involvement.
• Assists 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 all tax office associates meet deadlines with attention to quality, priorities, and overall goals.
• Build an engaging team environment by training and coaching associates to meet 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 resolve issues and address performance concerns.

• Prior experience in a customer service, shift leader, or similar role; experience supervising or managing people.
• 2+ years as a Tax Professional.
• 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 applicable state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• High school diploma / equivalent or higher.
• Demonstrated customer-centric mindset, flexibility in work schedule, and strong communication skills.

At H&R Block, we invest in our people by supporting their total well-being. Our benefits include programs that address 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
• Various discounts on everyday items and services
• Medical coverage, 401k retirement savings, and Employee Stock Purchase Plan (where eligible)
• Benefits information at

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work each day. You will be part of a team recognized on Best Companies lists and supported by colleagues who help each other grow.

H&R Block is an equal opportunity employer. We 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.

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.

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