Area Experience Leader — Multi-Office Growth & Excellence

H&R Block

Thousand Oaks (CA)

On-site

USD 70,000 - 75,000

Full time

13 days ago
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Job summary

H&R Block is seeking an Area Experience Leader to oversee 4–6 retail offices, delivering a consistent, high-quality client experience across locations. You will set expectations for consultative service, operations, and team performance while coaching Tax Professionals and Client Service Professionals.

In this hands-on role, you’ll own staffing, facilities, compliance, scheduling, and readiness for seasonal demand, travel frequently among offices, and guide teams to drive revenue and client

Qualifications

  • Bachelor's degree or equivalent experience.
  • 3+ years leading teams in a multi-unit retail, service, or operations environment with accountability for performance outcomes.
  • Strong client-centric mindset with experience delivering consultative client experience.
  • Strong leadership capability with proven ability to coach, develop, and hold teams accountable.
  • Ability to drive business and financial results while managing day-to-day operations across multiple locations.

Responsibilities

  • Own consistent delivery of the consultative client experience across 4-6 assigned offices, ensuring standards are executed with discipline and consistency
  • Evaluate execution quality and client impact across locations, using insights to reinforce strengths, address gaps, and continuously improve the experience
  • Drive adoption of new client experience processes, tools, and behaviors while visibly demonstrating client-centric leadership in the office
  • Lead Tax Professionals and Client Service Professionals by setting clear expectations, reinforcing accountability, and coaching to consistent performance
  • Provide coaching informed by observed behaviors, client interactions, performance outcomes, and real-time feedback to strengthen team execution
  • Identify patterns across offices, proactively address performance gaps, and develop bench strength and high-potential talent
  • Own revenue, growth, operational performance, and business outcomes across assigned offices
  • Monitor performance metrics, identify trends, and implement actions to improve business results, client acquisition, and retention
  • Ensure consistent execution of daily operations across offices, including staffing, scheduling, labor management, compliance, SOPs, and service delivery
  • Own office and workforce readiness, including facilities, equipment, supplies, recruiting, hiring, onboarding, and preparation for seasonal demand

Skills

Multi-site leadership
Talent development
Operational excellence
Staffing and scheduling
Analytics & data interpretation
Client experience leadership

Education

Bachelor's degree or equivalent experience

Job description

H&R Block is seeking an Area Experience Leader to oversee 4–6 retail offices, delivering a consistent, high-quality client experience across locations. You will set expectations for consultative service, operations, and team performance while coaching Tax Professionals and Client Service Professionals.

In this hands-on role, you’ll own staffing, facilities, compliance, scheduling, and readiness for seasonal demand, travel frequently among offices, and guide teams to drive revenue and client

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