Tax Office Team Leader—Coaching & Client Experience

H&R Block, Inc.; San Marcos (TX); On-site; USD 42,000 - 64,000; Part time

Job summary

H&R Block is seeking an Office Experience Manager to lead Tax Advisors and CSPs, translating executive direction into disciplined daily execution and coaching. You will drive the client experience on-site, balance schedules, and accelerate the office’s seasonal tax business.

This role is in-person with a fall part-time ramp and a busier January–April season. You’ll coach, run daily huddles, manage client flow, and partner with the OEM and DGM to hit growth, service standards, and readiness

Qualifications

• People management experience in service or retail environments.
• Strong client-centric mindset delivering consultative client experience.
• Proven coaching capability with direct feedback and behavior change.
• Strong decision-making in fast-paced environment with minimal supervision.
• Excellent interpersonal and communication skills for tough conversations.
• Data fluency interpreting KPI, survey and coaching data.
• Proficient with MS Office, Teams, and office systems.
• Able to work a flexible schedule based on business needs.
• High school diploma / GED / equivalent required.

Responsibilities

• Own the daily delivery of consultative client experience within your office, ensuring execution with discipline on every appointment.
• Model consultative, client-centric behaviors in your own client interactions and set the standard for the team.
• Serve as the on-site point of contact for escalated client service concerns, resolving with sound judgment and follow-through.
• Conduct client walk/talks and exit conversations to gather real-time feedback, and translate insights into coaching for Tax Advisors, CSPs, and corporate partners.
• Lead daily huddles and communicate essential information, priorities, and recognition to associates.
• Create and maintain associate work schedules and ensure accurate timekeeping and overtime management.
• Partner with OEM and DGM to recruit, interview, and onboard tax office associates.
• Own seasonal readiness inside the office - associate certification, training completion, and adoption of new operating expectations.

Skills

People management

Client-centric mindset

Coaching capability

Decision-making

Interpersonal & communication

Data fluency

MS Office/Teams proficiency

Flexible schedule

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 Tax Advisors and CSPs, translating executive direction into disciplined daily execution and coaching. You will drive the client experience on-site, balance schedules, and accelerate the office’s seasonal tax business.

This role is in-person with a fall part-time ramp and a busier January–April season. You’ll coach, run daily huddles, manage client flow, and partner with the OEM and DGM to hit growth, service standards, and readiness