Team Leader, Management

Overview

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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, our door is always open.

We’re curious, creative, and always on the move. Joining us as a Team Leader means you’ll lead a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.

• Lead a front-line, customer-centric team of tax office associates and deliver an outstanding client experience.
• Provide leadership and development for tax office associates and ensure growth objectives are met for the office.
• Serve 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.
• Act as the point of contact for escalated client service concerns and ensure proper scheduling and conflict resolution.
• Lead daily activities to ensure all work is completed on time with quality standards and priorities.
• Train and coach associates to uphold Service Standards and recognize outstanding contributions.
• Lead daily team meetings and communicate essential information to staff.
• Create associate work schedules and manage timekeeping and overtime.
• Prepare tax returns, as required, and provide guidance on tax processes.
• Conduct timely performance reviews and collaborate with Associate Relations Center to address issues.

• 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 continuing education and ability to meet IRS and applicable state requirements.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset with resilience and determination.
• Flexibility in work schedule and assignments based on business needs.
• High school diploma or equivalent or higher.

We invest in our people’s total well-being, offering benefits to support health, wellbeing, and financial wellness. Benefits include:

• Employee Assistance Program with Health Advocate
• Wellbeing program (Better You) and neurodiversity/caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401(k) plan, Employee Stock Purchase Plan (eligibility rules apply)
• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a job offer or guarantee of employment

Pay range: $15.00 - $65.00 per hour. Local minimum wage laws apply. Pay decisions depend on experience, education, skill, performance, and location. Eligible for incentive plans and benefits as described by local requirements.

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