H&R Block
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Team Leader
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H&R Block Overview
Our company, H&R Block, believes 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 strive for a high performing, connected culture where everyone feels like they belong. We are focused on a long-term strategy and transformation plan known as Block Next, which emphasizes innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A typical day includes inspiring people to make confident, informed decisions about their lives, careers, and money, and building client relationships that grow stronger over time. 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 all tax office associates complete work by deadlines with attention to quality standards, priorities, and 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 Associate Relations Center to resolve associate issues and address performance concerns Qualifications
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 Customer-centric mindset with resilience and determination Flexible work schedule and adaptability to business needs High school diploma or equivalent or higher Why work for us
We invest in our people by committing to their total well-being. Our benefits include programs to support health, wellbeing, and financial wellness: Employee Assistance Program with Health Advocate Wellbeing program, BetterYou, to help you build healthy habits Neurodiversity and caregiver support available Discounts on everyday items and services Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility requirements apply) See all available benefits at www.blockbenefits.com The Community You Will Join
We are committed to building a connected culture where trust, care, and connections help everyone feel safe bringing their authentic self to work and belonging to a larger team. You will work in an environment recognized on Best Companies lists and surrounded by colleagues who help each other grow and succeed. H&R Block is an equal opportunity employer and celebrates 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. 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.
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Team Leader
role at
H&R Block Overview
Our company, H&R Block, believes 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 strive for a high performing, connected culture where everyone feels like they belong. We are focused on a long-term strategy and transformation plan known as Block Next, which emphasizes innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A typical day includes inspiring people to make confident, informed decisions about their lives, careers, and money, and building client relationships that grow stronger over time. 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 all tax office associates complete work by deadlines with attention to quality standards, priorities, and 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 Associate Relations Center to resolve associate issues and address performance concerns Qualifications
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 Customer-centric mindset with resilience and determination Flexible work schedule and adaptability to business needs High school diploma or equivalent or higher Why work for us
We invest in our people by committing to their total well-being. Our benefits include programs to support health, wellbeing, and financial wellness: Employee Assistance Program with Health Advocate Wellbeing program, BetterYou, to help you build healthy habits Neurodiversity and caregiver support available Discounts on everyday items and services Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility requirements apply) See all available benefits at www.blockbenefits.com The Community You Will Join
We are committed to building a connected culture where trust, care, and connections help everyone feel safe bringing their authentic self to work and belonging to a larger team. You will work in an environment recognized on Best Companies lists and surrounded by colleagues who help each other grow and succeed. H&R Block is an equal opportunity employer and celebrates 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. 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