Team Leader, Management

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As a Team Leader, you’ll provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front-line manager to develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives. You’ll have opportunities to advance your knowledge and serve as a knowledgeable resource on tax topics and products for associates.

• 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 all tax office associates complete work by deadlines with quality standards, priorities, and goals.
• Build an engaging team environment by training and coaching associates to meet 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 coordinate with Associate Relations Center to address performance concerns.

• Prior experience 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 MS Office.
• Ability to work independently with minimal supervision.
• Customer-centric mindset; passionate, determined, and resilient.
• Ability to work a flexible schedule and adapt to business needs.
• High school diploma or equivalent or higher.

• 2+ years as a Tax Professional.
• Multi-unit people management experience in retail, restaurant, banking, or related industry.

At H&R Block, we invest in our people and support their total well-being through benefits that support health, wellbeing, and financial wellness. Examples include:

• Employee Assistance Program with Health Advocate.
• Wellbeing program with Better You to help build healthy habits.
• Neurodiversity and caregiver support.
• Various discounts on everyday items and services.
• Benefits with eligibility:
  Medical Coverage, 401k, and Employee Stock Purchase Plan.
• 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’re recognized on Best Companies lists and care about helping each other grow.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace.

If you’re looking to make an impact, H&R Block is the place for you.