Tax Office Team Leader: Coaching & Growth

H&R Block; Wabash (IN); On-site; USD 55,000 - 75,000; Part time

Job summary

H&R Block is seeking an Office Experience Leader to translate guidance from the OEM and DGM into disciplined daily execution. You will coach Tax Advisors and CSPs, coordinate with the CCS team, and drive the client experience while accelerating the office’s seasonal tax business.

You’ll start with 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.

Qualifications

• Experience managing people in service or retail settings.
• Strong client-centric mindset delivering consultative client experience.
• Coaching capability with ability to observe performance and give direct feedback.
• Fast-paced environment with minimal supervision.
• Excellent interpersonal and communication skills for difficult conversations.
• Data fluency interpreting KPI and coaching data.
• Proficient with MS Office, Teams, and office systems.
• Flexible with work schedule and assignments based on business needs.
• High school diploma or GED required.

Responsibilities

• Own 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.
• Lead the team through change with empathy and clarity, managing resistance from experienced associates by reinforcing the “why” and modeling new behaviors.

Skills

People management

Client-centric mindset

Coaching capability

Decision making

Communication skills

Data fluency

MS Office proficiency

Flexible schedule

Education

High school diploma

GED acceptable

Job description

H&R Block is seeking an Office Experience Leader to translate guidance from the OEM and DGM into disciplined daily execution. You will coach Tax Advisors and CSPs, coordinate with the CCS team, and drive the client experience while accelerating the office’s seasonal tax business.

You’ll start with 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.