Team Leader, Management

Overview

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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 belongs. We are focused on growing our business through Block Next, a multi-year roadmap emphasizing innovation, client experience, and sustainable growth.

As a Team Leader, you’ll lead a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. You’ll be the front-line manager responsible for leadership and development, delivering an outstanding client experience and achieving office growth objectives. You’ll also expand your knowledge to serve as a knowledgeable resource on tax topics and products for associates.

• Provide leadership and development for tax office associates to deliver an outstanding client experience and achieve growth objectives.
• Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
• Assist in recruiting and interviewing candidates for tax office associate positions.
• Serve as the point of contact for onsite escalated client service concerns and ensure proper scheduling and resolution of conflicts.
• Lead daily activities to ensure all tax office associates complete work on time, with attention to quality standards and priorities.
• Train and coach associates to execute 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 and conduct timely performance reviews; partner with Associate Relations Center to resolve issues and address performance concerns.

• Prior experience in a customer service or supervisory role; experience in a leadership position managing people preferred.
• 2+ years as a Tax Professional (if preparing tax returns).
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course where applicable; annual continuing education and ability to meet IRS/state requirements.
• Computer proficiency with MS Office and ability to work independently with minimal supervision.
• Flexible work schedule and adaptability to business needs; strong customer-centric mindset.
• High school diploma or equivalent or higher.

• Employee Assistance Program with Health Advocate and wellbeing programs (Better You).
• Neurodiversity and caregiver support; various discounts on everyday items and services.
• Benefits with eligibility requirements:
  Medical Coverage, 401(k) Retirement Savings Plan, and Employee Stock Purchase Plan.
• More benefits at

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace and do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. We strive to create a Connected Culture where everyone feels safe to bring their authentic self to work and belongs as part of the team.

H&R Block is recognized on Best Companies lists and offers an engaging environment where colleagues support each other’s growth.

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.