H&R Block

BA Team Leader

H&R Block$35K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Prior experience in customer service or a supervisory role
  • Experience managing and leading teams
  • Completion of H&R Block Tax Knowledge Assessment or Income Tax Course
  • Commitment to annual continuing education and IRS/state requirements
  • Strong communication skills with a customer-centric mindset
  • Proficiency in MS Office and computer skills
  • Ability to work independently and with minimal supervision
  • Flexibility in work schedule and assignments as needed
  • High school diploma or equivalent

Responsibilities

  • Partner with District General Manager to create and implement growth plans
  • Train and coach associates to foster a positive team environment
  • Prepare accurate tax returns when needed
  • Assist in recruiting and interviewing candidates for office positions
  • Address escalated client service concerns as the point of contact
  • Ensure effective scheduling and conflict resolution for clients
  • Lead daily activities to meet deadlines and quality standards
  • Facilitate daily team meetings and communicate crucial information
  • Create work schedules and manage timekeeping for associates
  • Conduct performance reviews and manage associate relations

Benefits

  • Employee Assistance Program with Health Advocate
  • Wellbeing program to promote healthy habits
  • Support for neurodiversity and caregivers
  • Various discounts on everyday items and services
  • Eligibility for Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan
Full Job Description
A Typical Day...

As a Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings). You'll also act as a knowledgeable resource on tax topics and products to associates, and prepare accurate tax returns for clients, as needed.

You'll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April. After working a successful tax season, you will work a reduced work schedule during the summer months and may even apply for advancement opportunities.

What you'll bring to the team...

  • Partner with the District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement
  • Build an engaging team environment by training and coaching associates and recognizing outstanding associate contributions
  • Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment1
  • 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
  • Lead daily team meetings and communicate essential information to tax office associates
  • Create associate work schedules and ensure accurate timekeeping and overtime management
  • 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 Course*
  • Annual completion of continuing education and ability to meet all other IRS and applicable state requirements
  • Customer-centric mindset with strong communication skills
  • Computer proficient with the ability to use MS Office
  • Ability to work independently with minimal supervision
  • Able to work a flexible work schedule and flexibility in work assignments based on business needs
  • High school diploma or equivalent

It would be even better if you also had...

  • 2+ years as a Tax Professional

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
  • 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.
  • Check out all available benefits at www.blockbenefits.com.


Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range

$17.13 - $65.00/Hr.

About H&R Block

H&R Block is a tax preparation company that provides services to individuals and small businesses. The company was founded in 1955 and is headquartered in Kansas City, Missouri. H&R Block has over 12,000 retail locations in the United States, Canada, and Australia. In addition to tax preparation, the company also offers financial products and services such as refund advances, prepaid debit cards, and small business accounting software. H&R Block is publicly traded on the New York Stock Exchange under the ticker symbol HRB.
Learn more about H&R Block
Size
3,600 employees
Market Cap
$5.8 billion
Industry
Net Income
$94.9 million
Founded
1955
5 Year Trend
+1.9%
Revenue
$2.8 billion
NASDAQ

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