H&R Block
Overview
Joining us 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. We’ll help you advance your knowledge and skills you’ll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates. Responsibilities
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 the 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 and recognizing 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. Qualifications
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 adapt to business needs. High school diploma / equivalent or higher. Why work for us
At H&R Block, 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. 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. Check out all available benefits at www.blockbenefits.com. The Community You Will Join
We remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. 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. Please 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.
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Joining us 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. We’ll help you advance your knowledge and skills you’ll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates. Responsibilities
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 the 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 and recognizing 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. Qualifications
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 adapt to business needs. High school diploma / equivalent or higher. Why work for us
At H&R Block, 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. 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. Check out all available benefits at www.blockbenefits.com. The Community You Will Join
We remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. 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. Please 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.
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