BA Team Leader

@ H&R Block

About H&R Block

At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities. We are committed to a high performing, connected culture where everyone belongs.

Block Next Transformation

Our long-term Block Next strategy drives innovation, client experience, and sustainable growth, elevating our work, service, and leadership in the industry.

Role Overview - BA Team Leader

As a BA Team Leader at H&R Block, you will act as the front-line manager responsible for leading and developing tax office associates, ensuring outstanding client experiences, and meeting growth objectives in clients, revenue, and earnings.

• Serve as a knowledgeable resource on tax topics and products.
• Prepare accurate tax returns when required.
• Collaborate with the District General Manager to drive office growth.
• Manage daily activities, team meetings, and associate scheduling.
• Lead recruitment, training, performance reviews, and resolve service concerns.

Required Expertise

Minimum 2+ years as a Tax Professional with prior experience in customer service, shift leadership, or similar roles. Must pass H&R Block Tax Knowledge Assessment or Income Tax Course and complete annual continuing education as required.

Benefits & Culture

H&R Block invests in its people with comprehensive benefits including medical coverage, 401(k) retirement savings, employee discounts, and programs supporting wellbeing and career growth.

Key skills/competency

• Tax Preparation
• Team Leadership
• Client Service
• Coaching
• Recruitment
• Performance Management
• Office Management
• Communication
• MS Office
• Problem Resolution