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 also strive for a high performing, connected culture where everyone feels they belong.

We are focused on a long-term transformation known as Block Next, with a roadmap centered on innovation, client experience, and sustainable growth. Our goal is to elevate how we work, how we serve, and how we lead in our industry.

As a Team Leader, you’ll lead a customer-centric team of associates and help accelerate our seasonal tax business by managing a single H&R Block tax office. You’ll be the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You’ll also serve as a knowledgeable resource on tax topics and products for associates.

What you’ll do is to inspire people to make confident, informed decisions about their lives, careers, and money, and build client relationships that strengthen each year.

• Provide leadership and development of tax office associates; deliver an outstanding client experience; achieve office growth objectives.
• Lead daily activities to ensure all tax office associates complete work according to deadlines and quality standards.
• 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, ensure accurate timekeeping, and manage overtime.
• Prepare tax returns as required and serve as a point of contact for onsite escalated client service concerns.
• Partner with leadership to develop and implement office-level growth plans, including local partnerships and community involvement.
• Recruit and interview candidates for tax office positions; assist with candidate selection.
• Conduct timely performance reviews and address performance concerns in collaboration with appropriate resources.

• Experience in customer service, shift leadership, or similar roles; 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 to meet IRS/state requirements.
• Proficient with MS Office; able to work independently with minimal supervision.
• Customer-centric mindset with resilience and adaptability; ability to work flexible schedules based on business needs.
• High school diploma or equivalent or higher.

• Employee well-being programs and benefits supporting health, wellbeing, and financial wellness.
• Employee Assistance Program with Health Advocate; wellbeing program Better You; neurodiversity and caregiver support; various discounts.
• Benefits with eligibility: medical coverage, 401k retirement plan, and Employee Stock Purchase Plan.
• Access to more benefits at

We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. We strive to be recognized for an exceptional work environment and collaboration across colleagues who support each other.

H&R Block is an equal opportunity employer, celebrating 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.