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H&R Block

Team Leader

H&R Block, Jefferson, Iowa, United States, 50129

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Overview Join to apply for the

Team Leader

role at

H&R Block .

Our Company: 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.

At H&R Block, we\'re curious, creative, and always on the move. 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

Lead 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.

Be a knowledgeable resource on tax topics and products for associates.

Partner with 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 that all tax office associates work is completed on time, 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 Associate Relations Center to resolve associate issues and address performance concerns.

Qualifications

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 IRS and applicable state requirements.

Computer proficient with the ability to use MS Office.

Demonstrated ability to work independently with minimal supervision.

Flexible work schedule and adaptability in work assignments based on business needs.

High school diploma / equivalent or higher.

Why work for us At H&R Block, we believe in investing 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. Benefits include: Employee Assistance Program with Health Advocate; Wellbeing program, BetterYou; neurodiversity and caregiver support; various discounts on everyday items and services. Some benefits require eligibility: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. Check 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 help everyone feel safe to bring their authentic self to work and belong to a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists, with colleagues who support each other. H&R Block is an equal opportunity employer; we celebrate diversity in the workplace.

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

(This job posting may include standard legal notices and compliance language as applicable.)

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