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 for a high performing, connected culture where everyone belongs. We are pursuing Block Next—a multi-year roadmap focused on innovation, client experience, and sustainable growth 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 accelerate seasonal tax business by managing a single H&R Block tax office.

• Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
• Serve as the front-line manager, delivering an outstanding client experience and achieving all office-related growth objectives.
• Develop tax office associates and act as a knowledgeable resource on tax topics and products.
• Lead daily activities to ensure work is completed by 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 other 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 / equivalent or higher

• 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 associate 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 tax office associates complete work on time with quality
• Build an engaging team environment by training and coaching associates 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 address performance concerns

Why work for us:
At H&R Block, we invest in our people by supporting their total well-being. Our benefit offerings help associates plan for their health, wellbeing, and financial wellness needs, including:

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to help you build healthy habits
• Neurodiversity and caregiver support available
• Discounts on everyday items and services
• Benefits with eligibility requirements:
  Medical Coverage, 401k, Employee Stock Purchase Plan
• Check all available benefits at

H&R Block is committed to a Connected Culture where trust, care, and connections help us work together and ensure everyone feels safe to bring their authentic self to work and belongs to the team. You will be part of an exceptional work environment recognized on Best Companies lists and surrounded by colleagues who support your growth.

H&R Block is an equal opportunity employer. We 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.

Location:

Toledo, OH

Note:

This description reflects the responsibilities of the role and does not guarantee employment or a job offer.