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H&R Block

Team Leader

H&R Block, Phoenix, Arizona, United States, 85003

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Overview Join to apply for the

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 also believe in a high performing, connected culture, where everyone feels like they belong. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Responsibilities

Join as a Team Leader to provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.

Provide leadership and development of 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 and advance knowledge and skills to excel with us.

Lead daily activities to ensure tax office associates complete work on deadlines, with attention to 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 the Associate Relations Center to resolve associate issues and address performance concerns.

Partner with 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 and ensure clients are scheduled properly and conflicts are resolved.

Qualifications

Prior experience 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 proficiency with MS Office.

Demonstrated ability to work independently with minimal supervision.

Customer-centric mindset: passionate, determined, and resilient.

Able to work a flexible work schedule and adapt to business needs.

High school diploma or equivalent or higher.

Multi-unit people management experience in retail, restaurant, banking, or related industry (preferred).

2+ years as a Tax Professional (preferred).

Benefits

Employee Assistance Program with Health Advocate.

Wellbeing program, BetterYou, to help you build healthy habits.

Neurodiversity and caregiver support available to you and your family.

Various discounts on everyday items and services.

Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

Check out all available benefits at www.blockbenefits.com.

The Community You Will Join At H&R Block we remain committed to building a connected culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists, and you will be surrounded by colleagues who are committed to helping each other grow and support each other.

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.

If you’re looking to make an impact, H&R Block is the place for you.

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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