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. We’re 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.
A 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. As a Team Leader, 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 to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives. We’ll help you advance your knowledge and skills you’ll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates.
Responsibilities
* Provide leadership to a customer-centric team of tax office associates and accelerate the seasonal tax business by managing a single tax office.
* Inspire and develop associates to deliver an outstanding client experience and achieve office growth objectives.
* Lead daily activities to ensure work is completed on time with attention to quality, priorities, and goals; manage associate schedules and timekeeping.
* Lead daily team meetings and communicate essential information to tax office associates.
* Train and coach associates to execute Service Standards and recognize outstanding contributions.
* Serve as front-line manager for onboarding, development, and performance of tax office staff; prepare tax returns as required.
* Handle onsite escalated client service concerns and resolve scheduling conflicts.
* Create schedules and ensure accurate timekeeping and overtime management.
* Support recruiting and interviewing for tax office roles and assist in developing local partnerships and community involvement.
* Partner with the District General Manager to implement office-level growth plans.
* Lead the office to meet growth objectives and provide a positive, engaging team environment.
* Perform timely performance reviews and address performance concerns in collaboration with relevant HR resources.
Your Expertise
* 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 you will be preparing tax returns.
* Annual continuing education and ability to meet IRS and applicable state requirements.
* Computer proficiency with MS Office; ability to work independently with minimal supervision.
* Customer-centric mindset; passionate, determined and resilient.
* Able to work a flexible schedule and adapt to business needs.
* High school diploma or equivalent or higher.
Why work for us
At H&R Block, we invest in our people by supporting their total well-being. Our benefits help associates plan for health, wellbeing, and financial wellness needs. Options include:
* Employee Assistance Program with Health Advocate.
* BetterYou wellbeing program and support for neurodiversity and caregivers.
* Discounts on everyday items and services.
* Medical coverage, 401(k) retirement savings, and Employee Stock Purchase Plan (eligibility applies).
* See all available benefits at blockbenefits.com.
The Community You Will Join
We are committed to building a connected culture where trust, care, and connections help everyone feel they belong as part of a larger team. You will be in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues who help each other grow and succeed. H&R Block is an equal opportunity employer, celebrating 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.
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