Medical Advisor Team Lead

2 weeks ago


San Antonio, Texas, United States H&R Block Full time
Block Advisors Multi-Unit Team Leader 2

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. As a Multi-Unit Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office-related growth objectives.

Key Responsibilities:
  • 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
  • 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 Assessment

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. 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.

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. Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.


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