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H&R Block

Team Leader

H&R Block, Fallsburg, New York, United States

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Overview

Join to apply for the

Team Leader

role at

H&R Block . A typical day includes inspiring people to make confident, informed decisions, building client relationships, and leading a customer-centric team to accelerate seasonal tax business at a single H&R Block tax office.

Responsibilities

Lead daily activities to ensure tax office associates complete work on time with attention to quality and priorities.

Provide leadership and development for tax office associates to deliver an outstanding client experience and achieve office growth objectives.

Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage office community involvement.

Assist in recruiting and interviewing candidates for tax office positions; serve as the point of contact for escalated client service concerns.

Schedule clients appropriately, resolve conflicts, and manage associate work schedules and timekeeping.

Lead daily team meetings and train/coaching to execute Service Standards and recognize outstanding contributions.

Prepare tax returns as required and provide knowledge on tax topics and products to associates.

Conduct timely performance reviews and address performance concerns with appropriate resources.

Qualifications

Prior experience in customer service, shift leadership, or similar roles; experience supervising or managing people.

Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns) and annual continuing education to meet IRS/state requirements.

Computer proficiency with MS Office; ability to work independently with minimal supervision.

Flexible work schedule and assignments based on business needs; high school diploma or equivalent or higher.

What You’ll Bring to the Team

Partner with the District General Manager to create growth plans and manage community involvement.

Support recruitment and interviewing for tax office roles; manage client service concerns onsite.

Ensure proper client scheduling, timekeeping accuracy, and adherence to deadlines and quality standards.

Lead a collaborative team environment, train and coach associates, and lead daily meetings.

Prepare and review tax returns as needed and address associate performance concerns.

Pay Range The pay range for this position is listed below. Local minimum wage laws apply. Pay decisions depend on experience, education, skill, performance, and location.

Pay Range $15.00 - $65.00/Hr.

Company and Culture H&R Block is an equal opportunity employer. We value diversity in the workplace and welcome all applicants. Our benefit offerings support health, wellbeing, and financial wellness, including wellness programs and benefits with eligibility requirements: Medical, 401(k), Employee Stock Purchase Plan, and more. Check available benefits at blockbenefits.com.

Location and Application Location details and job postings are provided for informational purposes. If you are interested in this Team Leader role at H&R Block, apply to be considered for this position.

Note: This description retains the essential responsibilities and qualifications of the role without altering the original information.

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