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H&R Block

Team Leader

H&R Block, Wisconsin Rapids, Wisconsin, United States, 54494

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Team Leader

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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 through a long‑term strategy and transformation plan known as Block Next, focusing on innovation, client experience and sustainable growth. We are curious, creative and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work and play, our door is always open.

Typical Day As you inspire people to make confident, informed decisions about their lives, careers and money, you’ll build client relationships that will grow stronger every year. In this role you’ll provide leadership to a customer‑centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office. You’ll serve as the front‑line manager, provide development, deliver an outstanding client experience and achieve all office‑related growth objectives. We’ll help you advance your knowledge and skills you’ll need to excel, serving as a knowledgeable resource on tax topics and products.

Preferred Qualifications

Multi‑unit people management experience in the retail, restaurant, banking, or other related industry

2+ years as a Tax Professional

Required 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 completion of continuing education and ability to meet all other IRS and applicable state requirements

Computer proficient 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 work schedule and flexibility in work assignments based on business needs

High school diploma / equivalent or higher

Key Responsibilities

Partner with 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 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 attention to quality standards, priorities and overall goals

Build an engaging team environment by training and coaching associates to execute Service Standards and recognizing 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

Why Work for Us H&R Block invests in the total well‑being of our people. Benefit offerings help associates plan for health, wellbeing and financial wellness needs. Our Employee Assistance Program includes Health Advocate, a Wellbeing program (BetterYou), neurodiversity and caregiver support, various discounts, and benefits with additional eligibility: Medical Coverage, 401(k) Retirement Savings Plan and Employee Stock Purchase Plan. Check available benefits at www.blockbenefits.com.

The Community You Will Join We are committed to building a Connected Culture – where trust, care and connections shape how we work. Immersed in a world‑recognized environment, colleagues support each other’s growth. H&R Block is an equal‑opportunity employer. We celebrate diversity in all forms.

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.

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