H&R Block
Overview
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 and have committed to a long-term strategy and 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.
As a Team Leader, you’ll inspire a customer-centric team of associates, accelerating seasonal tax business by managing a single H&R Block tax office. You’ll operate as the front-line manager, providing leadership and development to tax office associates, delivering an outstanding client experience, and achieving all office growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates.
Responsibilities
Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Lead and develop 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; help advance your knowledge and skills while supporting the team.
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 execute 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 address performance concerns.
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 and ensure clients are scheduled properly with conflicts resolved.
Qualifications
Prior experience working 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 continuing education and ability to meet all IRS and applicable state requirements.
Computer proficiency with the ability to use MS Office.
Demonstrated ability to work independently with minimal supervision.
Passionate, determined and resilient with a customer-centric mindset.
Able to work a flexible schedule and adjust work assignments based on business needs.
High school diploma or equivalent or higher.
Preferred: 2+ years as a Tax Professional; multi-unit people management experience in retail, restaurant, banking, or related industries.
Why join H&R Block At H&R Block, we invest in our people and support their total well-being. Our benefits offerings help associates plan for their health, wellbeing, and financial needs, including:
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com.
The Community You Will Join At H&R Block we remain committed to building a Connected Culture — trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized worldwide on Best Companies lists. You will be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer and 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.
If you’re looking to make an impact, H&R Block is the place for you.
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace.
#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 and have committed to a long-term strategy and 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.
As a Team Leader, you’ll inspire a customer-centric team of associates, accelerating seasonal tax business by managing a single H&R Block tax office. You’ll operate as the front-line manager, providing leadership and development to tax office associates, delivering an outstanding client experience, and achieving all office growth objectives. You’ll also be a knowledgeable resource on tax topics and products for associates.
Responsibilities
Provide leadership to a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Lead and develop 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; help advance your knowledge and skills while supporting the team.
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 execute 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 address performance concerns.
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 and ensure clients are scheduled properly with conflicts resolved.
Qualifications
Prior experience working 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 continuing education and ability to meet all IRS and applicable state requirements.
Computer proficiency with the ability to use MS Office.
Demonstrated ability to work independently with minimal supervision.
Passionate, determined and resilient with a customer-centric mindset.
Able to work a flexible schedule and adjust work assignments based on business needs.
High school diploma or equivalent or higher.
Preferred: 2+ years as a Tax Professional; multi-unit people management experience in retail, restaurant, banking, or related industries.
Why join H&R Block At H&R Block, we invest in our people and support their total well-being. Our benefits offerings help associates plan for their health, wellbeing, and financial needs, including:
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Benefits with eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
Check out all available benefits at www.blockbenefits.com.
The Community You Will Join At H&R Block we remain committed to building a Connected Culture — trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized worldwide on Best Companies lists. You will be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer and 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.
If you’re looking to make an impact, H&R Block is the place for you.
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a guarantee of employment.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace.
#J-18808-Ljbffr