Team Leader, Management

Overview

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

Location:

Waverly, IA

• 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 front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives.
• Advance knowledge and skills to excel, serving as a knowledgeable resource on tax topics and products for associates.
• 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.
• Act as the point of contact for onsite escalated client service concerns and ensure clients are scheduled properly with conflicts resolved.
• Lead daily activities to ensure all tax office associates complete work by deadlines with attention to quality, 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 Associate Relations Center to resolve associate issues and address performance concerns.

• 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 all other IRS and applicable state requirements.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset with persistence and resilience.
• Flexible work schedule and adaptability to business needs.
• High school diploma or equivalent or higher.

At H&R Block, we invest in our people by supporting their total well-being. Our benefits help associates plan for health, wellbeing, and financial wellness needs. Employment benefits may include:
Employee Assistance Program with Health Advocate, wellbeing programs, neurodiversity and caregiver support, various discounts, and benefits with eligibility requirements (Medical Coverage, 401k, Employee Stock Purchase Plan). Check available benefits 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 and belong as part of a larger team. You will work in an exceptional environment recognized on Best Companies lists, surrounded by colleagues who support each other’s growth. 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 not a job offer or guarantee of employment.

Seniority level:
Not Applicable

Employment type:

Full-time

Job function:
Information Technology

Industries:
Retail

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