Multi-Office Leader
H&R Block · Fullerton, CA · 1 mo ago
On-siteAdministrative$72k–$77k/yrFull-time
We need to output HTML fragment with headings for sections present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content. The posting includes "About The Role" (we can treat as About the role). Then responsibilities: many bullet-like sentences. Requirements: maybe "Required Qualifications". Also "Preferred Qualifications". Could combine into Qualifications? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly.
We have:
- About the role: paragraph describing role.
- Responsibilities: list of duties (the bullet points after "Day to day, you’ll..."). Those are responsibilities.
- Requirements: maybe "Required Qualifications" and "Preferred Qualifications" could be under Requirements or Qualifications. The spec includes both Requirements and Qualifications headings. We need to decide. Probably "Requirements" for required qualifications, and "Qualifications" for preferred? Or we could combine both under Qualifications. But we should follow instruction: include a section only when posting has real specific content. We have both required and preferred qualifications. Could make two sections: Requirements (required) and Qualifications (preferred). Or we could have Requirements covering both required and preferred, but better to split.
- Skills: maybe not explicitly listed; there are skill mentions like "Strong communication and problem-solving skills", "Ability to interpret data", etc. Could be under Skills.
- Benefits: there is a paragraph about benefits under "Why work for us" and then details about benefits after Pay Range Information. So we have benefits content.
- Pay: Pay Range Information with range.
- Schedule: mention about ability to work schedule aligning with operational hours, evenings, weekends, Saturdays as needed. That's schedule.
We must not repeat job title as heading. No Job ID etc.
We must output only HTML fragment, no /, no markdown fences.
We need to use
for sections present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content. The posting includes "About The Role" (we can treat as About the role). Then responsibilities: many bullet-like sentences. Requirements: maybe "Required Qualifications". Also "Preferred Qualifications". Could combine into Qualifications? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly.
We have:
- About the role: paragraph describing role.
- Responsibilities: list of duties (the bullet points after "Day to day, you’ll..."). Those are responsibilities.
- Requirements: maybe "Required Qualifications" and "Preferred Qualifications" could be under Requirements or Qualifications. The spec includes both Requirements and Qualifications headings. We need to decide. Probably "Requirements" for required qualifications, and "Qualifications" for preferred? Or we could combine both under Qualifications. But we should follow instruction: include a section only when posting has real specific content. We have both required and preferred qualifications. Could make two sections: Requirements (required) and Qualifications (preferred). Or we could have Requirements covering both required and preferred, but better to split.
- Skills: maybe not explicitly listed; there are skill mentions like "Strong communication and problem-solving skills", "Ability to interpret data", etc. Could be under Skills.
- Benefits: there is a paragraph about benefits under "Why work for us" and then details about benefits after Pay Range Information. So we have benefits content.
- Pay: Pay Range Information with range.
- Schedule: mention about ability to work schedule aligning with operational hours, evenings, weekends, Saturdays as needed. That's schedule.
We must not repeat job title as heading. No Job ID etc.
We must output only HTML fragment, no /, no markdown fences.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. Remove boilerplate etc.
We need to format responsibilities as list items. The responsibilities are many sentences; we can split each bullet into
- . Ensure we keep all details.
Let's extract responsibilities from the text after "Day to day, you’ll...":
List:
- 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
That seems all.
Now Required Qualifications bullet list:
- 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 climb ladders and lift, carry, and move boxes, supplies, equipment and other materials weighing up to 20 pounds in support of office readiness, setup, maintenance, and operational activities, with or without reasonable accommodation
- 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
Preferred Qualifications bullet list:
- Experience with seasonal workforce planning, hiring, and readiness execution
- Experience partnering cross-functionally including operations, facilities, talent acquisition, and analytics
- Experience with office readiness, facilities, coordination, or operational infrastructure across multiple locations
Now Skills: maybe we can extract skill mentions from required qualifications: Strong communication and problem-solving skills, Ability to interpret data, etc. But those are already in required qualifications. Could still have a Skills section summarizing those. However we must not invent or summarize away detail; we could keep them under Requirements. But we need to decide if we need a Skills section. The posting does not have a separate "Skills" heading; but we could create one if we have skill-specific content not covered elsewhere. However the instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine skills into Requirements or Qualifications. Since we already have Required Qualifications and Preferred Qualifications, we could treat those as Requirements and Qualifications sections. Skills may be redundant. Let's not create a Skills section unless we have distinct skill list not already captured. The required qualifications include many skill-like items; we could keep them there.
Thus sections: About the role, Responsibilities, Requirements (required qualifications), Qualifications (preferred qualifications), Benefits, Pay, Schedule.
Check if we have Benefits content: Under "Why work for us" paragraph plus details about benefits after Pay Range Information. Let's extract:
"Why work for us At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work."
Then after Pay Range Information: "Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit."
That's benefits.
We should not include the "Pay Range Information" paragraph that is more explanatory; but we need to keep the Pay range itself. The explanatory text about local minimum wage etc could be considered boilerplate? It's not exactly boilerplate but it's generic. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The Pay Range Information paragraph includes legal disclaimer; might be considered boilerplate. Safer to keep only the substantive pay range line: "Pay Range $72,384.00 - $77,400.00/Yr." Also maybe keep the sentence about incentive compensation? That is also part of pay info. The posting says: "Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan." That's substantive about pay. Also "Qualifying associates can enroll themselves..." is benefits, not pay.
Thus Pay section: include the pay range and maybe the incentive compensation sentence. We'll keep both.
Schedule section: from required qualifications: "Ability to work a schedule that aligns with operational hours across assigned locations, including evenings, weekends, and Saturdays as needed to meet business demands." Also maybe mention travel? That's not schedule. We'll put schedule as that sentence.
Now format.
We need to output HTML fragment only.
Let's craft:
About the role
The Multi-Office Leader, known internally as an Area Experience Leader, leads a portfolio of 4–6 retail offices and is responsible for delivering a consistent, high-quality client experience across every location. In this role, you’ll ensure each office is ready to serve clients with excellence by setting clear expectations for consultative service, operational execution, team performance, and business results. You’ll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every office. As a visible, hands-on leader, you’ll balance strategic oversight with in-office presence, using sound judgment to align priorities, strengthen execution, and support both client outcomes and business performance. You’ll also own office readiness and operational execution across your offices, including staffing, facilities, compliance, and day-to-day operations. Through strong leadership, coaching, and disciplined execution, you’ll help build high-performing teams, drive consistent results, and ensure every office is prepared to deliver for clients.
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
Requirements
- 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
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information; do not invent or summarize away detail. Remove boilerplate etc. We need to format responsibilities as list items. The responsibilities are many sentences; we can split each bullet into
- . Ensure we keep all details.
Let's extract responsibilities from the text after "Day to day, you’ll...":
List:
- 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
That seems all.
Now Required Qualifications bullet list:
- 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 climb ladders and lift, carry, and move boxes, supplies, equipment and other materials weighing up to 20 pounds in support of office readiness, setup, maintenance, and operational activities, with or without reasonable accommodation
- 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
Preferred Qualifications bullet list:
- Experience with seasonal workforce planning, hiring, and readiness execution
- Experience partnering cross-functionally including operations, facilities, talent acquisition, and analytics
- Experience with office readiness, facilities, coordination, or operational infrastructure across multiple locations
Now Skills: maybe we can extract skill mentions from required qualifications: Strong communication and problem-solving skills, Ability to interpret data, etc. But those are already in required qualifications. Could still have a Skills section summarizing those. However we must not invent or summarize away detail; we could keep them under Requirements. But we need to decide if we need a Skills section. The posting does not have a separate "Skills" heading; but we could create one if we have skill-specific content not covered elsewhere. However the instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine skills into Requirements or Qualifications. Since we already have Required Qualifications and Preferred Qualifications, we could treat those as Requirements and Qualifications sections. Skills may be redundant. Let's not create a Skills section unless we have distinct skill list not already captured. The required qualifications include many skill-like items; we could keep them there.
Thus sections: About the role, Responsibilities, Requirements (required qualifications), Qualifications (preferred qualifications), Benefits, Pay, Schedule.
Check if we have Benefits content: Under "Why work for us" paragraph plus details about benefits after Pay Range Information. Let's extract:
"Why work for us At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work."
Then after Pay Range Information: "Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit."
That's benefits.
We should not include the "Pay Range Information" paragraph that is more explanatory; but we need to keep the Pay range itself. The explanatory text about local minimum wage etc could be considered boilerplate? It's not exactly boilerplate but it's generic. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The Pay Range Information paragraph includes legal disclaimer; might be considered boilerplate. Safer to keep only the substantive pay range line: "Pay Range $72,384.00 - $77,400.00/Yr." Also maybe keep the sentence about incentive compensation? That is also part of pay info. The posting says: "Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan." That's substantive about pay. Also "Qualifying associates can enroll themselves..." is benefits, not pay.
Thus Pay section: include the pay range and maybe the incentive compensation sentence. We'll keep both.
Schedule section: from required qualifications: "Ability to work a schedule that aligns with operational hours across assigned locations, including evenings, weekends, and Saturdays as needed to meet business demands." Also maybe mention travel? That's not schedule. We'll put schedule as that sentence.
Now format.
We need to output HTML fragment only.
Let's craft:
About the role
The Multi-Office Leader, known internally as an Area Experience Leader, leads a portfolio of 4–6 retail offices and is responsible for delivering a consistent, high-quality client experience across every location. In this role, you’ll ensure each office is ready to serve clients with excellence by setting clear expectations for consultative service, operational execution, team performance, and business results. You’ll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every office. As a visible, hands-on leader, you’ll balance strategic oversight with in-office presence, using sound judgment to align priorities, strengthen execution, and support both client outcomes and business performance. You’ll also own office readiness and operational execution across your offices, including staffing, facilities, compliance, and day-to-day operations. Through strong leadership, coaching, and disciplined execution, you’ll help build high-performing teams, drive consistent results, and ensure every office is prepared to deliver for clients.
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
Requirements
- 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
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