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.

• Join us as a Team Leader and provide leadership to a customer-centric team of associates, accelerating 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 office growth objectives.
• Advance knowledge and skills to excel with us as a knowledgeable resource on tax topics and products for associates.
• Lead daily activities to ensure that all tax office associates complete work according to deadlines, with attention to quality standards, priorities, and goals.
• Train and coach 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 IRS and applicable state requirements.
• Computer proficiency with MS Office; ability to work independently with minimal supervision.
• Customer-centric mindset, with passion, determination, and resilience.
• Ability to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent or higher.

• Partner with District General Manager to create and implement office-level growth plans, develop local partnerships, and manage 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.
• Ensure clients are scheduled properly and conflicts are resolved.
• Lead daily activities to ensure all tax office work is completed on time with quality standards and goals in mind.
• Foster 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 coordinate with the Associate Relations Center to address performance concerns.

The role is listed as a sponsored job.

At H&R Block we remain committed to building a Connected Culture — trust, care, and connections guide how we work together so everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues who support each other.

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.

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.