H&R Block
Overview
Team Leader
at
H&R Block . Join to apply and lead a customer‑centric team in a single tax office to accelerate seasonal tax business.
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 belongs. Block Next is our multi‑year roadmap focusing on innovation, client experience, and sustainable growth to elevate how we work, how we serve, and how we lead in our industry. 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
Provide leadership to a customer‑centric team of associates and accelerate seasonal tax business by managing a single tax office.
Serve as front‑line manager to develop tax office associates, delivering an outstanding client experience, and achieving office growth objectives.
Lead daily activities to ensure that all tax office associates meet 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 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.
Conduct timely performance reviews and partner with the Associate Relations Center to address performance concerns.
Partner with District General Manager to create and implement office‑level growth plans, develop local partnerships, and manage 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.
Qualifications
Prior experience working in a customer service, shift leader, or similar role; experience supervising or managing people.
2+ years as a Tax Professional (preferred).
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 proficient with the ability to use MS Office.
Demonstrated ability to work independently with minimal supervision.
Flexible and able to work a schedule that meets business needs.
High school diploma or equivalent or higher.
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits; neurodiversity and caregiver support; various discounts on everyday items and services.
Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at blockbenefits.com.
The Community You Will Join At H&R Block we remain committed to building a connected culture — trust, care, and connections guide how we work together to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.
H&R Block is an equal opportunity employer. We 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.
Pay The pay range for this position is $15.00 - $65.00 per hour. Local minimum wage laws apply. Individual pay decisions depend on factors such as experience, education, skill, performance, and geographic location. Eligible associates may participate in incentive plans, which could include medical and prescription drug coverage, the 401(k) plan, and the Employee Stock Purchase Plan.
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at
H&R Block . Join to apply and lead a customer‑centric team in a single tax office to accelerate seasonal tax business.
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 belongs. Block Next is our multi‑year roadmap focusing on innovation, client experience, and sustainable growth to elevate how we work, how we serve, and how we lead in our industry. 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
Provide leadership to a customer‑centric team of associates and accelerate seasonal tax business by managing a single tax office.
Serve as front‑line manager to develop tax office associates, delivering an outstanding client experience, and achieving office growth objectives.
Lead daily activities to ensure that all tax office associates meet 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 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.
Conduct timely performance reviews and partner with the Associate Relations Center to address performance concerns.
Partner with District General Manager to create and implement office‑level growth plans, develop local partnerships, and manage 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.
Qualifications
Prior experience working in a customer service, shift leader, or similar role; experience supervising or managing people.
2+ years as a Tax Professional (preferred).
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 proficient with the ability to use MS Office.
Demonstrated ability to work independently with minimal supervision.
Flexible and able to work a schedule that meets business needs.
High school diploma or equivalent or higher.
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits; neurodiversity and caregiver support; various discounts on everyday items and services.
Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Check out all available benefits at blockbenefits.com.
The Community You Will Join At H&R Block we remain committed to building a connected culture — trust, care, and connections guide how we work together to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.
H&R Block is an equal opportunity employer. We 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.
Pay The pay range for this position is $15.00 - $65.00 per hour. Local minimum wage laws apply. Individual pay decisions depend on factors such as experience, education, skill, performance, and geographic location. Eligible associates may participate in incentive plans, which could include medical and prescription drug coverage, the 401(k) plan, and the Employee Stock Purchase Plan.
#J-18808-Ljbffr