H&R Block
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Team Leader
role at
H&R Block
Our Company: 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, focusing on innovation, client experience, and sustainable growth.
As a Team Leader, you’ll inspire a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Overview You’ll serve as the front-line manager, providing leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You’ll be a knowledgeable resource on tax topics and products for associates as you help them excel.
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 as the front-line manager 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.
Partner with District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
Assist in recruiting and interviewing candidates for tax office positions.
Serve as point of contact for onsite escalated client service concerns and ensure proper scheduling and conflict resolution.
Lead daily activities to ensure associates complete work on time with quality and within priorities and goals.
Train and coach associates to execute Service Standards and recognize outstanding contributions; lead daily team meetings and communicate essential information.
Create associate work schedules, ensure accurate timekeeping and overtime management.
Prepare tax returns, as required.
Conduct timely performance reviews and address associate issues in collaboration with appropriate resources.
Qualifications
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.
Demonstrated ability to work independently with minimal supervision.
Customer-centric mindset with passion, determination, and resilience.
Able to work a flexible schedule and adapt to business needs.
High school diploma or equivalent or higher.
Benefits
Wellbeing program and health resources, including BetterYou program.
Neurodiversity and caregiver support available.
Discounts on everyday items and services.
Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility applies).
Check all available benefits at www.blockbenefits.com.
The Community You Will Join H&R Block is an equal opportunity employer. We welcome and 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.
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
We are unable to determine job expiry from the provided text; this posting does not clearly indicate that the role is closed. If you need expiry status, please provide an explicit indicator.
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Team Leader
role at
H&R Block
Our Company: 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, focusing on innovation, client experience, and sustainable growth.
As a Team Leader, you’ll inspire a customer-centric team of associates and accelerate seasonal tax business by managing a single H&R Block tax office.
Overview You’ll serve as the front-line manager, providing leadership and development of tax office associates, delivering an outstanding client experience, and achieving office growth objectives. You’ll be a knowledgeable resource on tax topics and products for associates as you help them excel.
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 as the front-line manager 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.
Partner with District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
Assist in recruiting and interviewing candidates for tax office positions.
Serve as point of contact for onsite escalated client service concerns and ensure proper scheduling and conflict resolution.
Lead daily activities to ensure associates complete work on time with quality and within priorities and goals.
Train and coach associates to execute Service Standards and recognize outstanding contributions; lead daily team meetings and communicate essential information.
Create associate work schedules, ensure accurate timekeeping and overtime management.
Prepare tax returns, as required.
Conduct timely performance reviews and address associate issues in collaboration with appropriate resources.
Qualifications
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.
Demonstrated ability to work independently with minimal supervision.
Customer-centric mindset with passion, determination, and resilience.
Able to work a flexible schedule and adapt to business needs.
High school diploma or equivalent or higher.
Benefits
Wellbeing program and health resources, including BetterYou program.
Neurodiversity and caregiver support available.
Discounts on everyday items and services.
Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (eligibility applies).
Check all available benefits at www.blockbenefits.com.
The Community You Will Join H&R Block is an equal opportunity employer. We welcome and 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.
Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
We are unable to determine job expiry from the provided text; this posting does not clearly indicate that the role is closed. If you need expiry status, please provide an explicit indicator.
#J-18808-Ljbffr