H&R Block
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. Responsibilities
Lead a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. Provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives. Serve as a knowledgeable resource on tax topics and products for associates and advance knowledge and skills to excel in the role. Lead daily team meetings, communicate essential information, and create associate work schedules with accurate timekeeping and overtime management. Train and coach associates to execute Service Standards, recognize outstanding contributions, and manage deadlines with attention to quality and priorities. Be the point of contact for onsite escalated client service concerns and ensure clients are scheduled properly with conflicts resolved. Recruiting and interviewing for tax office associate positions in collaboration with leadership as needed. Prepare tax returns, as required, and conduct timely performance reviews; address performance concerns in coordination with appropriate channels. Your Expertise
Prior experience in a customer service, shift lead, 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 IRS and applicable state requirements. Computer proficiency with MS Office; ability to work independently with minimal supervision. High school diploma / equivalent or higher; flexible schedule and adaptability to business needs. 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 positions. Lead daily activities to ensure timely completion of work with quality standards and goals. Build an engaging team environment with training and coaching to meet Service Standards. Prepare associate schedules and ensure accurate timekeeping and overtime management. Lead daily team meetings and communicate essential information to tax office associates. Conduct timely performance reviews and address associate issues as needed. Other duties as required to support a high-performing tax office. Why work for us
At H&R Block, we invest in our people by committing to their total well-being. Our benefits support health, wellbeing, and financial wellness needs. Employee Assistance Program with Health Advocate and Wellbeing program (BetterYou) to build healthy habits. Neurodiversity and caregiver support available to you and your family. Discounts on everyday items and services. Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan. Check available benefits at www.blockbenefits.com. The Community You Will Join
H&R Block is an equal opportunity employer. We celebrate diversity in the workplace and foster an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. If you’re looking to make an impact, H&R Block is the place for you. Sponsored Job
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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. Responsibilities
Lead a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office. Provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives. Serve as a knowledgeable resource on tax topics and products for associates and advance knowledge and skills to excel in the role. Lead daily team meetings, communicate essential information, and create associate work schedules with accurate timekeeping and overtime management. Train and coach associates to execute Service Standards, recognize outstanding contributions, and manage deadlines with attention to quality and priorities. Be the point of contact for onsite escalated client service concerns and ensure clients are scheduled properly with conflicts resolved. Recruiting and interviewing for tax office associate positions in collaboration with leadership as needed. Prepare tax returns, as required, and conduct timely performance reviews; address performance concerns in coordination with appropriate channels. Your Expertise
Prior experience in a customer service, shift lead, 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 IRS and applicable state requirements. Computer proficiency with MS Office; ability to work independently with minimal supervision. High school diploma / equivalent or higher; flexible schedule and adaptability to business needs. 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 positions. Lead daily activities to ensure timely completion of work with quality standards and goals. Build an engaging team environment with training and coaching to meet Service Standards. Prepare associate schedules and ensure accurate timekeeping and overtime management. Lead daily team meetings and communicate essential information to tax office associates. Conduct timely performance reviews and address associate issues as needed. Other duties as required to support a high-performing tax office. Why work for us
At H&R Block, we invest in our people by committing to their total well-being. Our benefits support health, wellbeing, and financial wellness needs. Employee Assistance Program with Health Advocate and Wellbeing program (BetterYou) to build healthy habits. Neurodiversity and caregiver support available to you and your family. Discounts on everyday items and services. Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan. Check available benefits at www.blockbenefits.com. The Community You Will Join
H&R Block is an equal opportunity employer. We celebrate diversity in the workplace and foster an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. If you’re looking to make an impact, H&R Block is the place for you. Sponsored Job
#J-18808-Ljbffr