Team Leader, Management

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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.

A Typical Day
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

Joining us as a Team Leader, you’ll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office.

You’ll 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. We’ll help you advance your knowledge and skills you’ll need to excel with us as you serve 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
• 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 tax office associates complete work according to deadlines with quality standards
• Build an engaging team environment by training and coaching associates to meet Service Standards
• 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 address associate issues

• Prior experience in a customer service, shift leadership, 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 proficiency with MS Office
• Ability to work independently with minimal supervision
• Customer-centric mindset with resilience and adaptability
• Flexible work schedule and assignments based on business needs
• High school diploma / equivalent or higher

At H&R Block, we believe and invest 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.

• Employee Assistance Program with Health Advocate
• Better You wellbeing program and diversity support
• Discounts on everyday items and services
• Benefits with additional eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan

We are committed to building a Connected Culture where trust, care, and connections are how we work together. You will be part of an environment where you belong and can bring your authentic self to work every day.

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

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

Location:

Mount Vernon, KY