Team Leader, Management

Overview

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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 office growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates.

• Partner with the 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 a 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 according to deadlines, 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 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 issues and address performance concerns

• 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
• Passionate, determined and resilient with a customer-centric mindset
• Able to work a flexible work schedule and adapt to business needs
• High school diploma or equivalent or higher

At H&R Block, we invest in our people by committing to their total well-being. Our benefits help associates plan for health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate
• Better You wellbeing program to help you build healthy habits
• Neurodiversity and caregiver support available
• Discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility may apply)
• Check all available benefits at

We remain committed to building a Connected Culture — trust, care, and connections in 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 help each other grow.

H&R Block is an equal opportunity employer and celebrates diversity in the workplace.

Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.