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Team Leader, Management

Job in Lewistown, Fergus County, Montana, 59457, USA
Listing for: H&R Block
Full Time position
Listed on 2026-02-01
Job specializations:
  • Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

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

As a Team Leader, you will provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. You will serve as the front-line manager, developing tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You will also expand your knowledge and skills as you serve as a knowledgeable resource on tax topics and products for associates.

Responsibilities
  • Lead daily activities to ensure tax office associates complete work on time, with attention to quality and priorities
  • Build an engaging team environment through training and coaching 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 partner with the Associate Relations Center to resolve issues
  • 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 positions
  • Serve as point of contact for onsite escalated client service concerns and ensure clients are scheduled properly
Qualifications
  • 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 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 a passionate, determined, and resilient attitude
  • Flexible work schedule and adaptability to business needs
  • High school diploma or equivalent or higher
Why work for us

At H&R Block, we invest in our people and focus on their total well-being. Our benefit offerings can help associates manage health, wellbeing, and financial wellness needs.

  • Employee Assistance Program with Health Advocate
  • Wellbeing program, Better You, to build healthy habits
  • Neurodiversity and caregiver support for you and your family
  • Discounts on everyday items and services
  • Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility requirements apply)
  • Check available benefits at
The Community You Will Join

We are committed to a Connected Culture where trust, care, and connections help everyone belong. You will work in an exceptional environment recognized on Best Companies lists and be surrounded by colleagues who support each other’s growth. H&R Block is an equal opportunity employer and values diversity in the workplace.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.

Additional

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