Block Advisors Team Leader

2 months ago

Baton Rouge, United States H&R Block Full time

Job Description:

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.

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.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
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.
  • Click here to check out all available benefits.
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.

1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.What you'll bring to the team...
  • Manage office staffing, operations, and logistics for multiple offices with support from Associate Team Leaders
  • Build an engaging team environment across all offices by training and coaching associates while holding them accountable to execute on Service Standards and recognizing outstanding associate contributions, and responsible for the development of office associates' career paths
  • Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
  • Assist the DGM in recruiting and interviewing candidates for tax office associate positions
  • Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
  • Lead daily team meetings and communicate essential information to tax office associates
  • Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management for associates in all offices
  • Travel between offices as required
  • May prepare up to 75 tax returns as needed, upon successful completion of the Income Tax Course or Tax Knowledge Assessment1
Your Expertise:
  • People management experience, with the demonstrated ability to grow and develop associates
  • Demonstrated aptitude for growth plan execution and ability to lead towards growth culture
  • Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision
  • Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
  • Computer proficient with the ability to use MS Office
  • Bachelor's degree in a related field, or high school diploma with the equivalent combination of experience
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course1 (if preparing tax returns)
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