H&R Block Team Leader in Richmond, Indiana
Our Company :
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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block!
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.
A Typical Day...
Helping others is what we do best here, which means you will get to see the impact of your work firsthand. As you inspire people to make confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year.
Joining us 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.
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 may find that you want to apply to return for subsequent seasons, or even apply for advancement opportunities.
It would be even better if you also had... :
Multi-unit people management experience in the retail, restaurant, banking, or other related industry; management of people within military service positions can also be a good fit
2+ years as a Tax Professional
Perks of the job...
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, well-being, and financial wellness needs.
Medical coverage - allows eligible associate well-being programs including mental health support and coaching
401k Retirement Savings Plan and Employee Stock Purchase Plan
Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate 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.
If you're looking to make an impact, H&R Block is the place for you.
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
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 Standard Operating Procedures (SOP) and 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
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) and 3 hours of Tax Update
Ability to meet applicable 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 of 40 hours per week and flexibility in work assignments based on business needs
High school diploma / equivalent or higher