Block Advisors Multi-Unit Team Leader 3

4 weeks ago

Saint Charles, Missouri, United States H&R Block Full time
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


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 (i.e., clients, revenue and earnings) for three offices.

Prior tax preparation experience is not required.


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 schedule May through December, and may even apply for advancement opportunities.

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, 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 Assessment
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 Course (if preparing tax returns)

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