Team Leader, Management

Overview

Join to apply for the Team Leader role at H&R Block
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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 strive for a high performing, connected culture where everyone feels like they belong. We are focused on a long-term strategy and transformation known as Block Next to elevate how we work, serve, and lead.

We are 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.

A Typical Day:
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that strengthen year over year.

• Join as a Team Leader and provide leadership to a customer-centric team of associates.
• Accelerate 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.
• Become a knowledgeable resource on tax topics and products for associates; advance your knowledge and skills while serving the team.
• Lead daily activities and meetings to ensure completed work according to deadlines, quality standards, priorities, and goals.
• Build an engaging team environment by training and coaching associates to execute Service Standards and recognize outstanding contributions.
• Create associate work schedules, manage timekeeping and overtime, and address conflicts as needed.
• Prepare tax returns, as required.
• Conduct timely performance reviews and address associate issues in partnership with the Associate Relations Center.

• 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 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 meet deadlines with attention to quality standards and priorities.
• Demonstrate leadership to foster a collaborative team environment and recognize outstanding contributions.
• Lead daily team meetings and communicate essential information to associates.
• Prepare associate work schedules and ensure accurate timekeeping and overtime management.
• Conduct tasks to support tax preparation as required.
• Coordinate timely performance reviews and address performance concerns with appropriate channels.

• Prior experience in customer service, shift leadership, or a 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 continuing education and ability to meet IRS and applicable state requirements.
• Computer proficiency with MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset with resilience and motivation.
• Flexible work schedule and adaptability to business needs.
• High school diploma or equivalent or higher.

We invest in our people for their total well-being. Our benefits support health, wellbeing, and financial wellness, including:

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

We are committed to building a connected culture where trust, care, and connections help everyone belong. You will be in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We celebrate diversity regardless of gender, race, 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.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Information Technology
• Industries:
  Retail

Note:

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.