Regional Experience Leader — 4–6 Office Portfolio

H&R Block

San Leandro (CA)

On-site

USD 70,000 - 81,000

Full time

14 days+
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Job summary

H&R Block is seeking a proactive Area Experience Leader to oversee 4–6 retail offices and ensure a consistently excellent client experience. You’ll set expectations, coach teams, and drive operational readiness across locations, balancing strategic oversight with hands-on leadership.

Responsibilities include leading Tax Professionals and Client Service Professionals, optimizing performance, staffing, facilities, and compliance, and driving revenue growth.

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 exercise independent judgment and prioritize competing demands across multiple locations.
  • Experience managing or partnering in operational areas such as facilities, staffing, or compliance.
  • Strong communication and problem-solving skills, including handling client escalations and complex issues.
  • Ability to interpret data, identify trends, and translate insights into action.
  • 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

Education

Bachelor’s degree in a related field

Job description

H&R Block is seeking a proactive Area Experience Leader to oversee 4–6 retail offices and ensure a consistently excellent client experience. You’ll set expectations, coach teams, and drive operational readiness across locations, balancing strategic oversight with hands-on leadership.

Responsibilities include leading Tax Professionals and Client Service Professionals, optimizing performance, staffing, facilities, and compliance, and driving revenue growth.

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