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Team Leader
Team Leader-March 2024
Milpitas
Mar 28, 2026
About Team Leader

  515722BR

  Title:

  Team Leader

  Our Company :

  Joining us as a Team Leader , you'll provide leadership to a customer-centric team of associates and accelerate their seasonal tax business by managing a single H&R Block tax office.

  You'll serve as the front-line manager to provide leadership and development of tax office associates, delivering an outstanding client experience, and achieving all office related growth objectives. We'll help you advance your knowledge and skills you'll need to excel with us as you serve as a knowledgeable resource on tax topics and products for associates. As needed, you'll also prepare accurate tax returns for clients.

  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 may find that you want to apply to return for subsequent seasons, or 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

  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

  Build an engaging team environment by training and coaching associates to execute on Standard Operating Procedures (SOP) and recognizing outstanding associate contributions

  Lead daily team meetings and communicate essential information to tax office associates

  Create associate work schedules and ensure accurate timekeeping and overtime management

  Prepare tax returns, as required

  Job ID:

  515722BR

  City:

  MILPITAS

  State:

  California

  It would be even better if you also had... :

  2+ years as a Tax ProfessionalBilingual candidates strongly encouraged to apply!

  What you'll bring to the team... :

  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 18-hours 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

  Demonstrated ability to work independently with minimal supervision

  Passionate, determined, resilient under stress and a will to win attitude

  Able to work a flexible work schedule of 40 hours per week and flexibility in work assignments based on business needs

  High school diploma / equivalent or higher

  Posting Title:

  Team Leader

  Pay Range Minimum:

  NA

  Pay Range Maximum:

  NA

  Pay Range Information:

  The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.

  Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

  Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

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