BA Team Leader

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. 

Day to day, you'll...

• Partner with the District General Manager to create and implement office-level growth plans, which includes developing local partnerships and managing office community involvement  
• Build an engaging team environment by training and coaching associates and recognizing outstanding associate contributions  
• Prepare tax returns, as required, upon successful completion of the Income Tax Course or Tax Knowledge Assessment1  
• Assist the District General Manager in recruiting and interviewing candidates for tax office associate positions  
• Serve as point of contact for onsite escalated client service concerns 
• Ensure clients are scheduled properly and conflicts are resolved 
• Lead daily activities to ensure that all tax office associates work is completed according to deadlines, with attention to quality standards, priorities and overall goals 
• Lead daily team meetings and communicate essential information to tax office associates  
• Create associate work schedules and ensure accurate timekeeping and overtime management 
• Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns

• Prior experience working in a customer service, shift leader, or similar role 
• Experience supervising or managing people  
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course* 
• Annual completion of continuing education and ability to meet all other IRS and applicable state requirements 
• Customer-centric mindset with strong communication skills 
• Computer proficient with the ability to use MS Office 
• Ability to work independently with minimal supervision   
• Able to work a flexible work schedule and flexibility in work assignments based on business needs 
• High school diploma or equivalent  

• 2+ years as a Tax Professional 

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. 

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.