Tax Office Team Lead — Coaching & Growth (In-Person)

H&R Block

McAllen (TX)

On-site

USD 45,000 - 65,000

Part time

14 days+

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Job summary

H&R Block is seeking an Office Experience Manager to lead a team of Tax Advisors and Client Service Professionals in a hands-on, in-person role. You’ll translate directives into disciplined execution, coach staff, and drive the client experience to accelerate seasonal tax business.

You’ll start on a flexible part-time schedule in the fall and transition to an expanded tax season schedule from January through April, including evenings and weekends as needed. This is an on-site, in-person position.

Qualifications

  • High school diploma or equivalent required.
  • Proven people management experience in service or retail environment.
  • Strong coaching, feedback, and behavior-change capability.
  • Excellent decision-making and judgment in fast-paced settings.
  • Outstanding interpersonal and communication skills for difficult conversations.
  • Data fluency to interpret KPI, survey, and coaching data.
  • Proficient with MS Office, Teams, and office systems.

Responsibilities

  • Own the daily delivery of consultative client experience within your office, ensuring execution with discipline on every appointment.
  • Model consultative, client-centric behaviors and set the standard for the team.
  • Serve as the on-site point of contact for escalated client service concerns, resolving with sound judgment.
  • Conduct client walk/talks and exit conversations to gather real-time feedback and translate insights into coaching.
  • Lead front-line coaching using a Coaching Roadmap to observe and improve performance.
  • Anchor coaching on high-impact behaviors and protect coaching time from interruptions.
  • Manage day-to-day office operations, scheduling, capacity, and walk-in coverage.
  • Lead daily huddles and communicate priorities and recognition to associates.
  • Ensure new processes and technology are implemented as designed.
  • Partner to execute office growth plan focusing on client count, revenue, conversion, and service standards.
  • Support talent readiness, onboarding, and change adoption; recruit and certify associates.

Skills

People management
Coaching capability
Client-centric mindset
Decision making
Communication skills
Data fluency
Interpersonal skills
Flexible work schedule
Team leadership
Strategic thinking

Education

High school diploma / GED / equivalent

Tools

MS Office
Teams
Dimensions
Work Center
Copilot/Sidekick

Job description

H&R Block is seeking an Office Experience Manager to lead a team of Tax Advisors and Client Service Professionals in a hands-on, in-person role. You’ll translate directives into disciplined execution, coach staff, and drive the client experience to accelerate seasonal tax business.

You’ll start on a flexible part-time schedule in the fall and transition to an expanded tax season schedule from January through April, including evenings and weekends as needed. This is an on-site, in-person position.

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