Team Leader - H&R Block : Job Details

What you'll bring to the team...

* 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

Your Expertise

* 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 Course1 (if preparing tax returns)

* Annual completion of 10 hours 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