Team Leader, Management
Listed on 2026-01-12
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Management
Overview
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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 also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to Block Next, a multi-year roadmap focusing on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
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 DayAs you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. Joining us as a Team Leader
, you’ll provide leadership to a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office-related growth objectives. We’ll help you advance your knowledge and skills as you serve as a knowledgeable resource on tax topics and products for associates.
- Lead daily activities to ensure that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
- Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate 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 Associate Relations Center to resolve associate issues and address performance concerns
- 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
- 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 availability based on business needs
- High school diploma / equivalent or higher
- 2+ years as a Tax Professional
- Multi-unit people management experience in the retail, restaurant, banking, or other related industry
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their health, wellbeing and financial wellness needs.
- Employee Assistance Program with Health Advocate
- 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 eligibility:
Medical Coverage, 401k, 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 are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part…
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