BA Team Leader

Overview

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

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 long-term transformation through Block Next, a multi-year roadmap aimed at innovation, client experience, and sustainable growth. 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 a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives (clients, revenue and earnings). You will act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients as needed.

You will begin with a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April. After a successful tax season, you may work a reduced schedule during the summer and may pursue advancement opportunities.

• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement
• Build an engaging team environment by training and coaching associates and recognizing outstanding contributions
• Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment
• Assist 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 work is completed on schedule with quality standards
• Lead daily team meetings and communicate essential information to associates
• Create associate work schedules and ensure accurate timekeeping and overtime management
• Conduct timely performance reviews and address performance concerns in collaboration with the Associate Relations Center

• 2+ years as a Tax Professional
• Experience supervising or managing people
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
• Annual completion of continuing education and ability to meet IRS and applicable state requirements
• Customer-centric mindset with strong communication skills
• Proficiency in MS Office
• Ability to work independently with minimal supervision
• Flexible work schedule and ability to adapt assignments based on business needs
• High school diploma or equivalent

• Employee Assistance Program with Health Advocate
• Wellbeing program (Better You) to build healthy habits
• Neurodiversity and caregiver support
• Various discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility may apply)
• Additional benefits described at

The Community You Will Join:
We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self and belong to a larger team. H&R Block is an equal opportunity employer and celebrates 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.

Note: Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.

Philadelphia, PA

Employment type:

Full-time

Job function:
Research, Analyst, and Information Technology

Industry: Retail

Salary range:
Not disclosed

Sponsored job

EEO information:
We are an equal opportunity employer. We welcome and celebrate diversity in the workplace.