Team Leader, Management

Overview

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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 strive to continuously improve our business with a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth.

• 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 the 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 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 the Associate Relations Center to resolve associate 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 proficiency with the ability to use MS Office.
• Demonstrated ability to work independently with minimal supervision.
• Customer-centric mindset: passionate, determined, and resilient.
• 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 supporting their total well-being. Our benefits may help associates plan for health, wellbeing, and financial needs, including:

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help you build healthy habits.
• Neurodiversity and caregiver support.
• Discounts on everyday items and services.
• Benefits with eligibility requirements:
  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 us create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be part of an exceptional work environment that is recognized on Best Companies lists, surrounded by colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race or color, ethnicity, 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.