H&R Block
Overview
Join to apply for the
Team Leader
role at
H&R Block . Join to apply for the
Team Leader
role at
H&R Block . Our company purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We aim for a high performing, connected culture where everyone belongs. About the Role
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, developing tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You’ll also be 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 tax office associates complete work by deadlines, with attention to quality, 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 manage timekeeping and overtime accurately. Prepare tax returns, as required. Conduct timely performance reviews and address performance concerns in partnership with the Associate Relations Center. 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). Annual completion of continuing education and ability to meet IRS and applicable state requirements. Proficient with MS Office; able to work independently with minimal supervision. Customer-centric mindset; passionate, determined, and resilient. Ability to work a flexible schedule based on business needs; high school diploma or equivalent or higher. Why work for us
We invest in our people to support their total well-being. Our benefits support health, wellbeing, and financial wellness needs. Employee Assistance Program with Health Advocate. Wellbeing program (BetterYou) to help build healthy habits. Neurodiversity and caregiver support for you and your family. Discounts on everyday items and services. Benefits with eligibility requirements: Medical Coverage, 401k, and Employee Stock Purchase Plan. Check all available benefits at blockbenefits.com. The Community You Will Join
We are committed to 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. You will work in an exceptional environment recognized on Best Companies lists, with colleagues who support each other’s growth. H&R Block is an equal opportunity employer. We celebrate diversity in the workplaceRegardless of gender, race, color, ethnicity, 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. Additional
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or a guarantee of employment. Sponsored Job #65356
#J-18808-Ljbffr
Join to apply for the
Team Leader
role at
H&R Block . Join to apply for the
Team Leader
role at
H&R Block . Our company purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We aim for a high performing, connected culture where everyone belongs. About the Role
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, developing tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You’ll also be 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 tax office associates complete work by deadlines, with attention to quality, 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 manage timekeeping and overtime accurately. Prepare tax returns, as required. Conduct timely performance reviews and address performance concerns in partnership with the Associate Relations Center. 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). Annual completion of continuing education and ability to meet IRS and applicable state requirements. Proficient with MS Office; able to work independently with minimal supervision. Customer-centric mindset; passionate, determined, and resilient. Ability to work a flexible schedule based on business needs; high school diploma or equivalent or higher. Why work for us
We invest in our people to support their total well-being. Our benefits support health, wellbeing, and financial wellness needs. Employee Assistance Program with Health Advocate. Wellbeing program (BetterYou) to help build healthy habits. Neurodiversity and caregiver support for you and your family. Discounts on everyday items and services. Benefits with eligibility requirements: Medical Coverage, 401k, and Employee Stock Purchase Plan. Check all available benefits at blockbenefits.com. The Community You Will Join
We are committed to 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. You will work in an exceptional environment recognized on Best Companies lists, with colleagues who support each other’s growth. H&R Block is an equal opportunity employer. We celebrate diversity in the workplaceRegardless of gender, race, color, ethnicity, 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. Additional
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or a guarantee of employment. Sponsored Job #65356
#J-18808-Ljbffr