Team Leader, Finance & Banking

Join to apply for the Team Leader role at H&R Block
.

• Lead a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
• Provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives.
• Serve as a knowledgeable resource on tax topics and products for associates; help advance knowledge and skills.
• 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 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 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 flexibility in work assignments based on business needs.
• High school diploma / equivalent or higher.
• Multi-unit people management experience in the retail, restaurant, banking, or other related industry.
• 2+ years as a Tax Professional.

• Wellbeing program, Better You, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Check out all available benefits at

At H&R Block we remain committed to building a connected culture — trust, care, and connections in the way we work. We support an environment where everyone can bring their authentic self to work and feel like they belong as part of a larger team.

You will be surrounded by colleagues who are committed to helping each other grow and succeed.

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

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.

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

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