H&R Block
Overview
Join to apply for the
BA Team Leader
role at
H&R Block .
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 to maintain a high performing, connected culture where everyone feels like they belongs. We are committed to Block Next, a multi-year roadmap focusing on 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 you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. 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 all office related growth objectives. You’ll be a knowledgeable resource on tax topics and products for associates.
Responsibilities
Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives.
Help associates grow knowledge and skills to excel in tax topics and products.
Lead daily activities to ensure work is completed on time with quality standards, priorities, and overall 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 address performance concerns with the Associate Relations Center as needed.
Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage community involvement.
Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions.
Serve as point of contact for onsite escalated client service concerns.
Ensure clients are scheduled properly and conflicts are resolved.
Your Expertise
Prior experience working in a customer service, shift leader, or similar role; experience supervising or managing people.
Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course* (if preparing tax returns).
Annual completion of continuing education and ability to meet all IRS and applicable state requirements.
Computer proficient with the ability to use MS Office.
Demonstrated ability to work independently with minimal supervision.
Passionate, determined and resilient with a customer-centric mindset.
Able to work a flexible work schedule and flexibility in work assignments based on business needs.
High school diploma / equivalent or higher.
Why work for us
Employee Assistance Program with Health Advocate; wellbeing program BetterYou; neurodiversity and caregiver support; various discounts on everyday items and services.
Benefits with eligibility: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at blockbenefits.com.
The Community You Will Join At H&R Block we remain committed to building a Connected Culture — trust, care, and connections are how we work together to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues dedicated to helping each other grow.
H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, 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 neither an offer nor a guarantee of employment.
#J-18808-Ljbffr
BA Team Leader
role at
H&R Block .
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 to maintain a high performing, connected culture where everyone feels like they belongs. We are committed to Block Next, a multi-year roadmap focusing on 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 you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. 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 all office related growth objectives. You’ll be a knowledgeable resource on tax topics and products for associates.
Responsibilities
Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives.
Help associates grow knowledge and skills to excel in tax topics and products.
Lead daily activities to ensure work is completed on time with quality standards, priorities, and overall 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 address performance concerns with the Associate Relations Center as needed.
Partner with the District General Manager to create and implement office-level growth plans, develop local partnerships, and manage community involvement.
Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions.
Serve as point of contact for onsite escalated client service concerns.
Ensure clients are scheduled properly and conflicts are resolved.
Your Expertise
Prior experience working in a customer service, shift leader, or similar role; experience supervising or managing people.
Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course* (if preparing tax returns).
Annual completion of continuing education and ability to meet all IRS and applicable state requirements.
Computer proficient with the ability to use MS Office.
Demonstrated ability to work independently with minimal supervision.
Passionate, determined and resilient with a customer-centric mindset.
Able to work a flexible work schedule and flexibility in work assignments based on business needs.
High school diploma / equivalent or higher.
Why work for us
Employee Assistance Program with Health Advocate; wellbeing program BetterYou; neurodiversity and caregiver support; various discounts on everyday items and services.
Benefits with eligibility: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at blockbenefits.com.
The Community You Will Join At H&R Block we remain committed to building a Connected Culture — trust, care, and connections are how we work together to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues dedicated to helping each other grow.
H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, 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 neither an offer nor a guarantee of employment.
#J-18808-Ljbffr