Regional Client Experience Leader

H&R Block

New Castle (IN)

On-site

USD 110,000 - 140,000

Full time

8 days ago
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Job summary

H&R Block is seeking a Multi-Office Leader to oversee 4-6 offices, ensuring a consistent, high-quality client experience and strong business results across all locations. You’ll coach Tax Professionals and Client Service Professionals, set expectations, and drive improvements while maintaining hands-on leadership in offices.

This role requires balancing strategic oversight with in-office presence, managing staffing, facilities, compliance, and daily operations to prepare offices for seasonal

Qualifications

  • Bachelor’s degree in a related field or equivalent experience.
  • 3+ years work experience 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.
  • Demonstrated ability to drive business and financial results while managing day-to-day operations across multiple locations, including labor management.
  • Experience leading through change, including adoption of new processes and ways of working.
  • Ability to travel frequently in day, with minimal overnight travel, between assigned offices to maintain consistent in-person presence across multiple office locations.
  • Ability to work a schedule that aligns with operational hours across assigned locations, including evenings, weekends, and Saturdays as needed to meet business demands.

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

Leadership
Client-focused
Data-driven
Operations management
Staff coaching
Multisite oversight
Travel readiness

Education

Bachelor’s degree

Job description

H&R Block is seeking a Multi-Office Leader to oversee 4-6 offices, ensuring a consistent, high-quality client experience and strong business results across all locations. You’ll coach Tax Professionals and Client Service Professionals, set expectations, and drive improvements while maintaining hands-on leadership in offices.

This role requires balancing strategic oversight with in-office presence, managing staffing, facilities, compliance, and daily operations to prepare offices for seasonal

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