H&R Block
Overview
Join to apply for the
BA Team Leader
role at
H&R Block . 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 strive for a high performing, connected culture where everyone feels like they belong. We are pursuing Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth. A Typical Day
As a
Team Leader
at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives (clients, revenue, earnings). You’ll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed. You’ll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule January through April. After a successful tax season, you will work a reduced schedule during the summer and may apply for advancement opportunities. Responsibilities
Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement Build an engaging team environment by training and coaching associates and recognizing outstanding contributions Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment 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 Lead daily activities to ensure all tax office associates work is completed on time with quality standards and priorities Lead daily team meetings and communicate essential information to staff Create associate work schedules and ensure accurate timekeeping and overtime management Conduct timely performance reviews and partner with Associate Relations Center to resolve issues Qualifications
2+ years as a Tax Professional Prior experience in 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 Annual continuing education and ability to meet IRS and state requirements Customer-centric mindset with strong communication skills Computer proficiency with MS Office Ability to work independently with minimal supervision Flexible work schedule and adaptability to business needs High school diploma or equivalent Benefits
Employee Assistance Program with Health Advocate Wellbeing program, BetterYou, to help build healthy habits Neurodiversity and caregiver support Discounts on everyday items and services Medical Coverage, 401k, Employee Stock Purchase Plan More benefits at www.blockbenefits.com The Community You Will Join
H&R Block is committed to building a Connected Culture where trust, care, and connections guide how we work together, and everyone feels safe to bring their authentic self to work. You will be part of an exceptional work environment recognized on Best Companies lists and surrounded by colleagues who help each other grow. H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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. Pay info: The pay range for this position is $15.00 - $65.00 per hour. Local minimum wage laws apply. Details subject to eligibility, experience, etc. Pay Range $15.00 - $65.00/Hr.
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Join to apply for the
BA Team Leader
role at
H&R Block . 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 strive for a high performing, connected culture where everyone feels like they belong. We are pursuing Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth. A Typical Day
As a
Team Leader
at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives (clients, revenue, earnings). You’ll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed. You’ll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule January through April. After a successful tax season, you will work a reduced schedule during the summer and may apply for advancement opportunities. Responsibilities
Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement Build an engaging team environment by training and coaching associates and recognizing outstanding contributions Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment 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 Lead daily activities to ensure all tax office associates work is completed on time with quality standards and priorities Lead daily team meetings and communicate essential information to staff Create associate work schedules and ensure accurate timekeeping and overtime management Conduct timely performance reviews and partner with Associate Relations Center to resolve issues Qualifications
2+ years as a Tax Professional Prior experience in 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 Annual continuing education and ability to meet IRS and state requirements Customer-centric mindset with strong communication skills Computer proficiency with MS Office Ability to work independently with minimal supervision Flexible work schedule and adaptability to business needs High school diploma or equivalent Benefits
Employee Assistance Program with Health Advocate Wellbeing program, BetterYou, to help build healthy habits Neurodiversity and caregiver support Discounts on everyday items and services Medical Coverage, 401k, Employee Stock Purchase Plan More benefits at www.blockbenefits.com The Community You Will Join
H&R Block is committed to building a Connected Culture where trust, care, and connections guide how we work together, and everyone feels safe to bring their authentic self to work. You will be part of an exceptional work environment recognized on Best Companies lists and surrounded by colleagues who help each other grow. H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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. Pay info: The pay range for this position is $15.00 - $65.00 per hour. Local minimum wage laws apply. Details subject to eligibility, experience, etc. Pay Range $15.00 - $65.00/Hr.
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