H&R Block
Overview
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 strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. 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 us as a
Team Leader
to provide leadership to a customer-centric team of associates and accelerate the 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. Advance knowledge and skills to excel with us as you serve as a knowledgeable resource on tax topics and products for associates. Lead daily activities to ensure that all tax office associates work is completed according to 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, recognizing outstanding associate 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.
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 other 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.
What you’ll bring to the team
Partner with the 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. Serve as point of contact for onsite escalated client service concerns. Ensure clients are scheduled properly and conflicts are resolved. Lead daily activities to ensure timely completion of work with quality standards and priorities. Maintain an engaging team environment through training and coaching on service standards. Lead daily team meetings and communicate essential information to tax office associates. Prepare associate work schedules and ensure accurate timekeeping and overtime management. Provide guidance in handling client tax needs and service delivery.
Why work for us
We invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their health, wellbeing and financial wellness needs. Employee Assistance Program with Health Advocate. BetterYou wellbeing program and support for neurodiversity and caregivers. Various discounts on everyday items and services. Benefits with eligibility requirements: Medical Coverage, 401k and Employee Stock Purchase Plan. Check out all available benefits at blockbenefits.com.
The Community You Will Join
We are committed to building a connected culture where trust, care, and connections are how we work together. We strive to create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be in an exceptional work environment recognized on Best Companies lists and supported by colleagues who help each other grow. 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.
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.
Location notes and compensation: Stoughton, WI; Janesville, WI. Salary ranges listed as examples: $105,000 - $125,000; $100,000 - $125,000; $90,000 - $110,000.
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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 strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. 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 us as a
Team Leader
to provide leadership to a customer-centric team of associates and accelerate the 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. Advance knowledge and skills to excel with us as you serve as a knowledgeable resource on tax topics and products for associates. Lead daily activities to ensure that all tax office associates work is completed according to 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, recognizing outstanding associate 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.
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 other 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.
What you’ll bring to the team
Partner with the 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. Serve as point of contact for onsite escalated client service concerns. Ensure clients are scheduled properly and conflicts are resolved. Lead daily activities to ensure timely completion of work with quality standards and priorities. Maintain an engaging team environment through training and coaching on service standards. Lead daily team meetings and communicate essential information to tax office associates. Prepare associate work schedules and ensure accurate timekeeping and overtime management. Provide guidance in handling client tax needs and service delivery.
Why work for us
We invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their health, wellbeing and financial wellness needs. Employee Assistance Program with Health Advocate. BetterYou wellbeing program and support for neurodiversity and caregivers. Various discounts on everyday items and services. Benefits with eligibility requirements: Medical Coverage, 401k and Employee Stock Purchase Plan. Check out all available benefits at blockbenefits.com.
The Community You Will Join
We are committed to building a connected culture where trust, care, and connections are how we work together. We strive to create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be in an exceptional work environment recognized on Best Companies lists and supported by colleagues who help each other grow. 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.
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.
Location notes and compensation: Stoughton, WI; Janesville, WI. Salary ranges listed as examples: $105,000 - $125,000; $100,000 - $125,000; $90,000 - $110,000.
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