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 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. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we re 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.

• 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 all office-related growth objectives.
• Be 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.
• 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 that all tax office associates work is completed on time, with attention to quality standards, priorities and overall goals.
• Build an engaging team environment by training and coaching associates to execute on Service Standards and 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 Associate Relations Center to resolve associate issues and address performance concerns.

• Multi-unit people management experience in the retail, restaurant, banking, or other related industry.
• 2+ years as a Tax Professional.
• Prior experience working 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 IRS and applicable state requirements.
• Computer proficient with the ability to use MS Office.
• Demonstrated ability to work independently with minimal supervision.
• Flexible work schedule and adaptability in work assignments based on business needs.
• High school diploma / equivalent or higher.

At H&R Block, we believe in investing in our people by committing to their total well-being. Our benefit offerings can help associates plan for their health, wellbeing and financial wellness needs. Benefits include:
Employee Assistance Program with Health Advocate;
Wellbeing program, Better You; neurodiversity and caregiver support; various discounts on everyday items and services. Some benefits require eligibility:
Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. Check all available benefits at

We remain committed to building a Connected Culture — one in which trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists, with colleagues who support each other. H&R Block is an equal opportunity employer; we celebrate diversity in the workplace.

If you’re looking to make an impact, H&R Block is the place for you.

(This job posting may include standard legal notices and compliance language as applicable.)