H&R Block
Overview
Join to apply for the
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 also believe in a high performing, connected culture, where everyone feels like they belong. We are committed to a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. At H&R Block, we are curious, creative, and always on the move. 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 you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger each year. Joining us 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 provide leadership and development of tax office associates, delivering an outstanding client experience and achieving office growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates. It would be even better if you also had… Responsibilities
Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage 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 tax office associates complete work on time with attention to 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 partner with Associate Relations Center to address performance concerns 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) Annual continuing education and ability to meet IRS and applicable state requirements Computer proficiency with MS Office Ability to work independently with minimal supervision Customer-centric mindset, driven and resilient Flexible work schedule and ability to adapt to business needs High school diploma or higher Benefits and Culture
H&R Block invests in our people with a focus on total well-being. Benefits may include: Employee Assistance Program with Health Advocate Wellbeing program (BetterYou) to help build healthy habits Neurodiversity and caregiver support for you and your family Discounts on everyday items and services Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility applies) Visit www.blockbenefits.com for more details Equal Opportunity
H&R Block is an equal opportunity employer. We celebrate 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. Community
We are committed to building 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. You will be part of an exceptional work environment recognized on Best Companies lists, with colleagues who support each other’s growth. 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.
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Join to apply for the
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 also believe in a high performing, connected culture, where everyone feels like they belong. We are committed to a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. At H&R Block, we are curious, creative, and always on the move. 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 you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger each year. Joining us 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 provide leadership and development of tax office associates, delivering an outstanding client experience and achieving office growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates. It would be even better if you also had… Responsibilities
Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage 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 tax office associates complete work on time with attention to 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 partner with Associate Relations Center to address performance concerns 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) Annual continuing education and ability to meet IRS and applicable state requirements Computer proficiency with MS Office Ability to work independently with minimal supervision Customer-centric mindset, driven and resilient Flexible work schedule and ability to adapt to business needs High school diploma or higher Benefits and Culture
H&R Block invests in our people with a focus on total well-being. Benefits may include: Employee Assistance Program with Health Advocate Wellbeing program (BetterYou) to help build healthy habits Neurodiversity and caregiver support for you and your family Discounts on everyday items and services Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility applies) Visit www.blockbenefits.com for more details Equal Opportunity
H&R Block is an equal opportunity employer. We celebrate 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. Community
We are committed to building 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. You will be part of an exceptional work environment recognized on Best Companies lists, with colleagues who support each other’s growth. 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.
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