H&R Block
Team Leader – H&R Block, Louisville, KY
At H&R Block, we believe in the power of people helping people. Our changing purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.
As a Team Leader, you’ll provide leadership to a customer‑centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office.
Provide front‑line management to develop tax office associates, delivering an outstanding client experience and achieving office growth objectives.
Serve as a knowledgeable resource on tax topics and products for associates.
Ideal Experience
Multi‑unit people management experience in retail, restaurant, banking, or related industry.
2+ years as a Tax Professional.
Prior experience in customer service, shift leadership, or similar role.
Experience supervising or managing people.
Successful completion of H&R Block Tax Knowledge Assessment or Income Tax Course* if preparing tax returns.
Annual completion of continuing education and compliance with IRS and state requirements.
Computer proficiency with MS Office.
Demonstrated ability to work independently with minimal supervision.
Passionate, determined, and resilient with a customer‑centric mindset.
Able to work a flexible schedule and adapt assignments based on business needs.
High school diploma or higher.
Responsibilities
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.
Act as point of contact for onsite escalated client service concerns.
Ensure clients are scheduled properly and conflicts are resolved.
Lead daily activities to ensure all tax office associates complete work according to deadlines, with quality standards, priorities, and overall goals.
Build an engaging team environment by training and coaching associates to execute on 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 resolve associate issues and address performance concerns.
Why Work for Us We believe and invest in our people by committing to their total well‑being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Well‑being program, BetterYou.
Neurodiversity and caregiver support.
Various discounts on everyday items and services.
Medical Coverage, 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.
Community At H&R Block we remain committed to building a Connected Culture—trust, care, and connections guide how we work together. You will be immersed in an exceptional work environment that is recognized worldwide.
Equal Opportunity H&R Block is an equal opportunity employer. We welcome and 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.
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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As a Team Leader, you’ll provide leadership to a customer‑centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office.
Provide front‑line management to develop tax office associates, delivering an outstanding client experience and achieving office growth objectives.
Serve as a knowledgeable resource on tax topics and products for associates.
Ideal Experience
Multi‑unit people management experience in retail, restaurant, banking, or related industry.
2+ years as a Tax Professional.
Prior experience in customer service, shift leadership, or similar role.
Experience supervising or managing people.
Successful completion of H&R Block Tax Knowledge Assessment or Income Tax Course* if preparing tax returns.
Annual completion of continuing education and compliance with IRS and state requirements.
Computer proficiency with MS Office.
Demonstrated ability to work independently with minimal supervision.
Passionate, determined, and resilient with a customer‑centric mindset.
Able to work a flexible schedule and adapt assignments based on business needs.
High school diploma or higher.
Responsibilities
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.
Act as point of contact for onsite escalated client service concerns.
Ensure clients are scheduled properly and conflicts are resolved.
Lead daily activities to ensure all tax office associates complete work according to deadlines, with quality standards, priorities, and overall goals.
Build an engaging team environment by training and coaching associates to execute on 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 resolve associate issues and address performance concerns.
Why Work for Us We believe and invest in our people by committing to their total well‑being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
Employee Assistance Program with Health Advocate.
Well‑being program, BetterYou.
Neurodiversity and caregiver support.
Various discounts on everyday items and services.
Medical Coverage, 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.
Community At H&R Block we remain committed to building a Connected Culture—trust, care, and connections guide how we work together. You will be immersed in an exceptional work environment that is recognized worldwide.
Equal Opportunity H&R Block is an equal opportunity employer. We welcome and 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.
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.
#J-18808-Ljbffr