H&R Block
Overview
Join to apply for the
Team Leader
role at
H&R Block .
As a Team Leader, you’ll provide leadership to a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
You’ll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office growth objectives. You’ll also serve as a knowledgeable resource on tax topics and products for associates.
Responsibilities
Lead a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
Provide leadership and development of tax office associates to deliver an outstanding client experience and achieve office growth objectives.
Serve as a knowledgeable resource on tax topics and products for associates.
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 positions.
Act 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 all tax office work is completed 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.
Conduct timely performance reviews and partner with the Associate Relations Center to resolve issues and address performance concerns.
Your Expertise
Prior experience in customer service, a 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.
Proficiency with MS Office and general computer skills.
Ability to work independently with minimal supervision.
Customer-centric mindset: passionate, determined, and resilient.
Ability to work a flexible schedule and adapt to business needs.
High school diploma or equivalent or higher.
Why Work for Us H&R Block is committed to the total well-being of its people. We offer benefits to support health, well-being, and financial wellness, plus opportunities for growth and development. We also provide programs and resources to support a diverse and inclusive workplace.
Employee Assistance Program and Health Advocate
Wellbeing programs (e.g., BetterYou) to help you build healthy habits
Neurodiversity and caregiver support
Discounts on everyday items and services
Benefits with eligibility: Medical Coverage, 401k, and Employee Stock Purchase Plan
Details at blockbenefits.com
The Community You Will Join We are committed to a connected culture built on trust, care, and belonging. You will be part of an exceptional work environment recognized globally on Best Companies lists, with colleagues who support each other to grow and succeed. H&R Block is an equal opportunity employer and welcomes diversity in the workplace.
If you’re looking to make an impact, H&R Block is the place for you.
Note: Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.
#J-18808-Ljbffr
Team Leader
role at
H&R Block .
As a Team Leader, you’ll provide leadership to a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
You’ll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office growth objectives. You’ll also serve as a knowledgeable resource on tax topics and products for associates.
Responsibilities
Lead a customer-centric team of associates and accelerate the seasonal tax business by managing a single H&R Block tax office.
Provide leadership and development of tax office associates to deliver an outstanding client experience and achieve office growth objectives.
Serve as a knowledgeable resource on tax topics and products for associates.
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 positions.
Act 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 all tax office work is completed 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.
Conduct timely performance reviews and partner with the Associate Relations Center to resolve issues and address performance concerns.
Your Expertise
Prior experience in customer service, a 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.
Proficiency with MS Office and general computer skills.
Ability to work independently with minimal supervision.
Customer-centric mindset: passionate, determined, and resilient.
Ability to work a flexible schedule and adapt to business needs.
High school diploma or equivalent or higher.
Why Work for Us H&R Block is committed to the total well-being of its people. We offer benefits to support health, well-being, and financial wellness, plus opportunities for growth and development. We also provide programs and resources to support a diverse and inclusive workplace.
Employee Assistance Program and Health Advocate
Wellbeing programs (e.g., BetterYou) to help you build healthy habits
Neurodiversity and caregiver support
Discounts on everyday items and services
Benefits with eligibility: Medical Coverage, 401k, and Employee Stock Purchase Plan
Details at blockbenefits.com
The Community You Will Join We are committed to a connected culture built on trust, care, and belonging. You will be part of an exceptional work environment recognized globally on Best Companies lists, with colleagues who support each other to grow and succeed. H&R Block is an equal opportunity employer and welcomes diversity in the workplace.
If you’re looking to make an impact, H&R Block is the place for you.
Note: Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.
#J-18808-Ljbffr