H&R Block · 2 hours ago
Team Leader
H&R Block is committed to providing help and inspiring confidence in their clients and associates. As a Team Leader, you will manage a tax office, lead a team of associates, and ensure an outstanding client experience while achieving office growth objectives.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office
Serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives
Partner with District General Manager to create and implement office-level growth plans, which includes 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 that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate 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
Qualification
Required
Multi-unit people management experience in the retail, restaurant, banking, or other related industry
2+ years as a Tax Professional
Partner with District General Manager to create and implement office-level growth plans, which includes 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 that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals
Build an engaging team environment by training and coaching associates to execute on Service Standards recognizing outstanding associate 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
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
Benefits
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 additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
Company
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
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2025-12-27
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