Team Leader

H&R Block-posted 3 months ago
$15 - $65/Yr
Full-time • Entry Level
Fort Morgan, CO
5,001-10,000 employees
Professional, Scientific, and Technical Services
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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. At H&R Block, 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.

  • Provide leadership to a customer-centric team of associates.
  • Manage a single H&R Block tax office.
  • Deliver an outstanding client experience and achieve all office related growth objectives.
  • Partner with District General Manager to create and implement office-level growth plans.
  • Assist 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.
  • Build an engaging team environment by training and coaching associates.
  • 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.
  • 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.
  • Multi-unit people management experience in the retail, restaurant, banking, or other related industry.
  • 2+ years as a Tax Professional.
  • 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.
  • Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
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