Block Advisors Multi-Unit Team Leader

2 days ago


San Mateo, California, United States H&R Block Full time
About the Role

We are seeking a highly skilled and experienced Multi-Unit Team Leader to join our team at H&R Block. As a key member of our leadership team, you will be responsible for leading and developing a team of associates, delivering exceptional client experiences, and driving business growth across multiple offices.

Key Responsibilities
  • Manage office staffing, operations, and logistics for multiple offices, working closely with Associate Team Leaders to ensure seamless execution.
  • Build a high-performing team environment by training, coaching, and holding associates accountable for delivering exceptional client experiences.
  • Partner with the District General Manager to create and implement office-level growth plans, including developing local partnerships and managing office community involvement.
  • Assist in recruiting and interviewing candidates for tax office associate positions, ensuring the best talent is hired for the team.
  • Conduct timely performance reviews and work with the Associate Relations Center to resolve associate issues and address performance concerns.
  • Lead daily team meetings, communicate essential information to tax office associates, and create associate work schedules across all offices.
  • Travel between offices as required, ensuring consistency and quality across all locations.
  • May prepare up to 75 tax returns as needed, upon successful completion of the Income Tax Course or Tax Knowledge Assessment.
Requirements
  • People management experience, with a proven track record of growing and developing associates.
  • Demonstrated aptitude for growth plan execution and ability to lead towards a growth culture.
  • Strong decision-making and judgment skills, with the ability to function well in a fast-paced environment with minimal supervision.
  • Strong interpersonal and communication skills, with a customer-centric mindset that seeks to understand and exceed client needs.
  • Computer proficiency 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 Course (if preparing tax returns).
About H&R Block

H&R Block is a leading provider of tax preparation and financial services, committed to helping individuals and businesses achieve their financial goals. We believe in the power of people helping people, and our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.

We offer a comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan. Our company culture values diversity, inclusion, and belonging, and we are committed to creating an exceptional work environment that supports the growth and well-being of our associates.



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