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H&R Block

Team Leader

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

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Overview

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Team Leader

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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

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.

Serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives.

Advance knowledge and skills to excel with us, serving as a knowledgeable resource on tax topics and products for associates.

Lead daily activities to ensure all tax office associates complete work on time with attention to quality standards, priorities, and goals.

Build an engaging team environment by training and coaching associates to meet 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, and conduct timely performance reviews; partner with the Associate Relations Center to address performance concerns.

What you\'ll bring to the team

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 and ensure clients are scheduled properly with conflicts resolved.

Demonstrated ability to work independently with minimal supervision and adapt to a flexible work schedule.

High school diploma / equivalent or higher; annual completion of continuing education as required by IRS and applicable state requirements.

Computer proficiency with MS Office and tax-related software; knowledge of tax topics and products for associates.

Your Expertise

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).

Why work for us We believe in investing in our people and their total well-being. Our benefit offerings help associates plan for health, wellbeing, and financial wellness needs, including:

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: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

The Community You Will Join H&R Block remains committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team.

We are an equal opportunity employer 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.

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Location and salary information is provided where noted in the posting, and may not reflect current openings or eligibility requirements.

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