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H&R Block · 1 day ago

Director, Small Business

United States

Full-time

Remote

Director/Executive

10+ years exp

H&R Block is dedicated to helping people and inspiring confidence in their clients and communities. The Director of Tax for Small Businesses is a strategic leader responsible for driving growth and retention in the small business tax segment, ensuring exceptional service and value for clients while leading initiatives to expand market share and improve client loyalty.

ConsultingRetailService IndustryTax Preparation

Hiring Manager

Katie Birchfield, PHR

Responsibilities

Develop and execute a comprehensive strategy to grow the small business tax portfolio, including assisted and DIY services

Leverage data, analytics, and market insights to identify growth opportunities and optimize performance drivers

Partner with marketing and product teams to design and implement go-to-market strategies that attract new clients and increase share of wallet

Build and oversee programs that enhance client satisfaction, including loyalty initiatives and personalized service models

Analyze performance trends, identify underlying drivers, and develop actionable strategies to meet/exceed annual growth goals

Collaborate, across the enterprise, to ensure seamless delivery of tax services and proactive client engagement

Monitor client feedback and implement continuous improvements to elevate the overall experience

Lead efforts to expand advisory capabilities, offering year-round tax planning and business advice tailored to small business needs

Pilot new service models and digital tools that simplify tax compliance and strengthen client relationships

Provide direction and development for a high-performing team, fostering a culture of accountability, collaboration, and client-centricity

Align team objectives with organizational goals for growth, retention, and operational excellence

Qualification

Tax leadershipClient growth strategiesAnalytical skillsStrategic planningBusiness developmentTeam leadershipTax technologyChange managementCommunication skillsRemote team leadership

Required

10+ years of experience in tax leadership roles, with a focus on small business clients

Proven success in fostering a high-performing, connected culture through effective stakeholder engagement and collaborative leadership

Proven track record in driving client growth and retention strategies

Strong analytical, strategic planning, and communication skills

Ability to lead cross-functional teams and influence senior stakeholders

Demonstrated ability in remote team leadership and talent development

Experience in business development, process improvement, and change management

Preferred

Experience with tax technology and digital tax solutions

Benefits

Competitive compensation and benefits to support your health and well-being

Company

H&R Block

Glassdoor3.8

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.

Founded in 1955

Kansas City, Missouri, USA

10001+ employees