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Tax Office Team Leader
Tax Office Team LeaderH&R Block • Milwaukee, WI, United States
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Tax Office Team Leader

Tax Office Team Leader

H&R Block • Milwaukee, WI, United States
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About Us :

At H&R Block, we are dedicated to empowering individuals through personalized assistance. Our core mission is to help and inspire confidence in our clients, associates, and communities. We believe in fostering a high-performing, inclusive culture where everyone feels a sense of belonging.

We are on a continuous journey to enhance our business through our long-term strategy, Block Next, focusing on innovation, exceptional client experience, and sustainable growth. This initiative is designed to elevate our operational effectiveness and leadership in the industry.

If you're curious, innovative, and ready to take on new challenges, we invite you to join us in making a difference in your community.

Your Role :

As a Tax Office Team Leader , you will motivate and guide a customer-centric team of associates to achieve seasonal tax business goals while managing a single H&R Block tax office.

You’ll be the frontline manager, providing leadership and support to your team, ensuring they deliver an exceptional client experience, while meeting growth objectives for the office. We empower you to enhance your expertise on tax topics, enabling you to be a valuable resource for your associates.

Key Responsibilities :

  • Collaborate with the District General Manager to develop and execute growth plans for the office, fostering local partnerships and community involvement.
  • Assist in recruiting and interviewing candidates for tax office associate roles.
  • Act as the primary contact for resolving escalated client service issues on-site.
  • Manage client scheduling and resolve any conflicts that arise.
  • Oversee daily operations to ensure all associates meet deadlines while maintaining quality standards and achieving overall goals.
  • Foster a positive team environment through training and coaching, and recognizing outstanding contributions from associates.
  • Lead daily team meetings to relay important information and updates.
  • Manage associate work schedules, ensuring accurate timekeeping and overtime management.
  • Prepare tax returns as needed.
  • Conduct timely performance reviews and work with Associate Relations Center to address performance issues.

Qualifications :

  • Previous experience in customer service, or as a shift leader or similar role.
  • Experience in supervising or managing teams.
  • Completion of the H&R Block Tax Knowledge Assessment or Income Tax Course is preferred if preparing tax returns.
  • Ongoing education to meet IRS and applicable state requirements.
  • Proficient in Microsoft Office and comfortable with technology.
  • Ability to work independently with minimal supervision.
  • Customer-centric mindset with a passion for helping others.
  • Willingness to work flexible hours and adapt to changing business needs.
  • High school diploma or equivalent required.
  • Preferred Skills :

  • Experience in managing multiple units in retail, restaurant, banking, or similar industries.
  • At least 2 years of experience as a Tax Professional.
  • Why Join Us :

    At H&R Block, we invest in our people’s well-being through a variety of benefits tailored to support their health, financial wellness, and overall quality of life.

  • Employee Assistance Program with Health Advocate.
  • Access to the BetterYou wellbeing program, designed to help you cultivate healthy habits.
  • Support for neurodiversity and caregivers for you and your family.
  • Various discounts on everyday items and services.
  • Benefits including Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan, with specific eligibility requirements.
  • Our Commitment :

    At H&R Block, we are committed to fostering a connected culture built on trust, care, and collaboration. Join a workplace recognized as one of the Best Companies globally, where support and growth are at the forefront of our values.

    H&R Block is an equal opportunity employer that values diversity in the workplace. We welcome candidates regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or veteran status.

    If you’re ready to make a meaningful impact, apply today!

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