H&R Block
Join to apply for the
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 also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business with a long-term transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed 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
Inspire people to make confident, informed decisions about their lives, careers, and money, building client relationships that grow stronger over time.
Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Lead front-line management to develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives.
Serve as a knowledgeable resource on tax topics and products for associates and help them advance their knowledge and skills.
What you’ll bring to the team
Partner with the 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 the point of contact for on-site escalated client service concerns and ensure clients are scheduled properly and conflicts are resolved.
Lead daily activities to ensure tax office associates complete work on time with attention to quality, priorities, and overall 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 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.
Computer proficiency with MS Office.
Ability to work independently with minimal supervision.
Customer-focused, resilient, and able to adapt to flexible work schedules based on business needs.
High school diploma or equivalent (or higher).
Why work for us At H&R Block, we invest in our people and support their total wellbeing. Our benefits can help associates plan for their health, wellbeing, and financial wellness needs.
Wellbeing programs and support for neurodiversity and caregivers.
Discounts on everyday items and services.
Benefits with eligibility: Medical coverage, 401(k) retirement savings, and Employee Stock Purchase Plan.
More benefits available at blockbenefits.com.
The Community You Will Join H&R Block is committed to building a connected culture where trust, care, and connections help everyone feel they belong and can bring their authentic self to work. You will be part of an exceptional work 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 workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
Notes
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 .
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 feels like they belong.
We strive to continuously improve our business with a long-term transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed 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
Inspire people to make confident, informed decisions about their lives, careers, and money, building client relationships that grow stronger over time.
Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Lead front-line management to develop tax office associates, deliver an outstanding client experience, and achieve office growth objectives.
Serve as a knowledgeable resource on tax topics and products for associates and help them advance their knowledge and skills.
What you’ll bring to the team
Partner with the 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 the point of contact for on-site escalated client service concerns and ensure clients are scheduled properly and conflicts are resolved.
Lead daily activities to ensure tax office associates complete work on time with attention to quality, priorities, and overall 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 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.
Computer proficiency with MS Office.
Ability to work independently with minimal supervision.
Customer-focused, resilient, and able to adapt to flexible work schedules based on business needs.
High school diploma or equivalent (or higher).
Why work for us At H&R Block, we invest in our people and support their total wellbeing. Our benefits can help associates plan for their health, wellbeing, and financial wellness needs.
Wellbeing programs and support for neurodiversity and caregivers.
Discounts on everyday items and services.
Benefits with eligibility: Medical coverage, 401(k) retirement savings, and Employee Stock Purchase Plan.
More benefits available at blockbenefits.com.
The Community You Will Join H&R Block is committed to building a connected culture where trust, care, and connections help everyone feel they belong and can bring their authentic self to work. You will be part of an exceptional work 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 workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
Notes
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