H&R Block
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Team Leader
role at
H&R Block 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. A Typical Day
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.
Responsibilities
Partner with District General Manager to create and implement office-level growth plans, which includes 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 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 Associate Relations Center to resolve associate issues and address performance concerns Requirements
Multi-unit people management experience in the retail, restaurant, banking, or other related industry 2+ years as a Tax Professional 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 Benefits
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 additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. Company Culture #J-18808-Ljbffr
Team Leader
role at
H&R Block 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. A Typical Day
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.
Responsibilities
Partner with District General Manager to create and implement office-level growth plans, which includes 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 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 Associate Relations Center to resolve associate issues and address performance concerns Requirements
Multi-unit people management experience in the retail, restaurant, banking, or other related industry 2+ years as a Tax Professional 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 Benefits
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 additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. Company Culture #J-18808-Ljbffr