BA Team Leader at H&R Block | USA | Rezi

BA Team Leader at H&R Block

BA Team Leader

H&R Block · USA

1 months ago

BA Team Leader

H&R Block · USA

a month ago
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About the Role

Serve as a front-line manager responsible for leading and developing tax office associates, delivering an outstanding client experience, and achieving office growth objectives. Act as a knowledgeable resource on tax topics and products, and prepare accurate tax returns as needed. The role involves a flexible part-time schedule in the fall, transitioning to full-time from January through April, with a reduced schedule during summer months and opportunities for advancement.

Responsibilities

  • Partner with District General Manager to create and implement office-level growth plans, including developing local partnerships and managing community involvement.
  • Build an engaging team environment by training, coaching, and recognizing associate contributions.
  • Prepare tax returns as required.
  • Assist District General Manager in recruiting and interviewing candidates.
  • Serve as point of contact for escalated client service concerns.
  • Ensure proper client scheduling and conflict resolution.
  • Lead daily activities to ensure associate work is completed on time, meeting quality standards and goals.
  • Lead daily team meetings and communicate essential information to associates.
  • Create associate work schedules, ensure accurate timekeeping, and manage overtime.
  • Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns.

Requirements

  • Prior experience in customer service, shift leader, or similar role.
  • Experience supervising or managing people.
  • Successful completion of H&R Block Tax Knowledge Assessment or Income Tax Course.
  • Annual completion of continuing education and ability to meet IRS and applicable state requirements.
  • Customer-centric mindset with strong communication skills.
  • Computer proficiency with MS Office.
  • Ability to work independently with minimal supervision.
  • Ability to work a flexible schedule and adapt to work assignments based on business needs.
  • High school diploma or equivalent.

Skills

  • Customer-centric mindset
  • Strong communication skills
  • Computer proficiency
  • MS Office
  • Ability to work independently

Work Type

  • Flexible part-time
  • Full-time
  • Reduced work schedule during summer months

Experience Level

  • Prior experience in customer service, shift leader, or similar role
  • Experience supervising or managing people
  • 2+ years as a Tax Professional

Education Level

  • High school diploma or equivalent
  • Successful completion of H&R Block Tax Knowledge Assessment or Income Tax Course
  • Annual completion of continuing education

Benefits

  • Competitive pay
  • Comprehensive benefits
  • Support for life both in and outside of work

About the Company

  • H&R Block's purpose is to provide help and inspire confidence in clients and communities.
  • Over 70 years of leadership in the tax industry.
  • Evolving through the Block Next strategy, blending human expertise with digital innovation.
  • Commitment to care extends to associates.
  • High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.
  • Invests in associate well-being.