Team Leader, Management

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 for a high performing, connected culture where everyone belongs. We are pursuing Block Next, a multi-year roadmap focused 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 lead the front-line team, deliver an outstanding client experience, and work to achieve office growth objectives. You will also develop knowledge and skills to excel as a resource on tax topics and products for associates.

• Provide leadership and development of tax office associates to deliver exceptional client experiences and achieve office growth objectives.
• Lead daily activities to ensure work is completed on time with attention to quality standards, priorities, and 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, ensure accurate timekeeping and overtime management.
• Prepare tax returns as required and act as a knowledgeable resource on tax topics and products for associates.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Assist in recruiting and interviewing candidates for tax office positions and serve as the point of contact for onsite escalated client service concerns.
• Ensure clients are scheduled properly and conflicts are resolved.
• Conduct timely performance reviews and address performance concerns in collaboration with appropriate resources.

• Prior experience 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 ability to meet IRS and state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Strong customer-centric mindset, resilience, and flexible work schedule requirements based on business needs.
• High school diploma or equivalent on or above.

We invest in our people by supporting their total well-being. Benefits include:

• Employee Assistance Program with Health Advocate
• Wellbeing program (Better You) and support for neurodiversity and caregivers
• Discounts on everyday items and services
• Medical coverage, 401(k) retirement plan, and Employee Stock Purchase Plan (eligibility may apply)
• More benefits at

We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong as part of a larger team. We are recognized as a world-class employer and encourage collaboration and growth.

H&R Block is an equal opportunity employer and celebrates 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 neither an offer nor a guarantee of employment.