Regional Experience Leader: 4–6 Offices

H&R Block; Santa Barbara (CA); On-site; USD 70,000 - 77,000; Full time

Job summary

H&R Block is seeking an Area Experience Leader to oversee 4–6 retail offices in California, ensuring a consistent, high-quality client experience. You’ll set expectations for service, manage staffing and operations, and coach Tax Professionals and Client Service Professionals to perform at a high level.

This hands-on leader will balance strategic oversight with in-office presence, own revenue and growth across offices, travel frequently to maintain in-person leadership, and guide teams through

Qualifications

• Bachelor’s degree in a related field 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.
• Demonstrated ability to drive business and financial results while managing day‑to‑day operations across multiple locations, including labor management.

Responsibilities

• Own consistent delivery of consultative client experience across 4–6 offices.
• Evaluate execution quality and client impact across locations.
• Drive adoption of new client experience processes and tools.
• 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‑centric mindset

Communication

Analytical skills

Problem solving

Travel frequently

Education

Bachelor’s degree or equivalent experience

Job description

H&R Block is seeking an Area Experience Leader to oversee 4–6 retail offices in California, ensuring a consistent, high-quality client experience. You’ll set expectations for service, manage staffing and operations, and coach Tax Professionals and Client Service Professionals to perform at a high level.

This hands-on leader will balance strategic oversight with in-office presence, own revenue and growth across offices, travel frequently to maintain in-person leadership, and guide teams through