Multi-Unit Team Leader

H&R Block; San Jose (CA); On-site; USD 125,000 - 150,000; Full time

Job summary

A leading tax services firm is seeking a Multi-Unit Team Leader in San Jose, CA. In this role, you'll manage multiple tax offices, ensuring outstanding client experiences and achieving growth objectives. Prior tax preparation experience is not required, making it an excellent opportunity for those with people management skills. The position starts part-time in the fall and transitions to full-time during tax season, emphasizing team leadership and client satisfaction.

Benefits

Employee Assistance Program

Wellbeing program

Various discounts on services

Medical Coverage and 401k Plan

Qualifications

• Manage office staffing, operations, and logistics for multiple offices.
• Conduct timely performance reviews and resolve associate issues.
• Lead daily team meetings and build an engaging team environment.

Responsibilities

• Provide leadership over three H&R Block tax offices.
• Achieve office-related growth objectives for the tax offices.
• Prepare tax returns upon successful completion of the required training.

Skills

People management experience

Strong decision-making skills

Customer-centric mindset

Communication skills

Education

Bachelor’s degree in a related field or high school diploma with equivalent experience

Tools

MS Office

Job description

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Our Company

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

Our Company

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day...

Joining us as a Multi-Unit Team Leader, you’ll provide leadership over three H&R Block tax offices. Using your people management experience and passion for helping people, you’ll provide leadership to the customer-centric teams in the offices you manage to accelerate their seasonal tax business.

You’ll serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office related growth objectives for three tax offices. Prior tax preparation experience is not required.

You will start a flexible part-time schedule in the fall to prepare for the busy tax season. From January to April, you will transition to full-time, including evening and weekend hours as needed.Please note that this role is not remote and will require you to work in-person.

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

• Multi-unit people management experience in the retail, restaurant, banking, or other related industry
  
  

What you'll bring to the team...

• Manage office staffing, operations, and logistics for multiple offices with support from Associate Team Leaders
• Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
• Assist DGM in recruiting and interviewing candidates for tax office associate positions
• Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns
• Build an engaging team environment, across all offices, by training and coaching associates recognizing outstanding associate contributions
• Lead daily team meetings and communicate essential information to tax office associates
• Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management for associates in all offices
• Travel between offices as required
• Prepare tax returns as needed, upon successful completion of the Income Tax Course or Tax Knowledge Assessment*
  
  

Your Expertise:

• People management experience, with the demonstrated ability to grow and develop associates
• Demonstrated aptitude for growth plan execution and ability to lead towards growth culture
• Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision
• Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
• Computer proficient with the ability to use MS Office
• Bachelor’s degree in a related field, or high school diploma with the equivalent combination of experience
• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns)*
  
  

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Check out all available benefits at www.blockbenefits.com.
  
  

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you’re looking to make an impact, H&R Block is the place for you.

• Enrollmentinor completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
  
  

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.

Pay Range

$15.00 - $40.00/Hr.

Sponsored Job

#6375

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Retail

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