Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Regional Manager

$72.38k - $76.7k

H&R Block

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.

Day to day, you'll...

  • 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

Required Qualifications

  • 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

  • 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

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.
Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. 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.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.
Pay Range

$72,384.00 - $76,700.00/Yr.
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Client Service Regional Manager in Belmont, CA vacancy
  • $72.38k - $76.7k

     ...for delivering a consistent, high-quality client experience across every location. In...  ...setting clear expectations for consultative service, operational execution, team performance...  ..., including staffing, scheduling, labor management, compliance, SOPs, and service delivery... 
    Suggested
    Minimum wage
    Temporary work
    Work experience placement
    Seasonal work
    Work at office
    Local area
    Night shift
    Afternoon shift

    H&R Block

    San Carlos, CA
    7 days ago
  •  ...that delivers the full breadth of essential services and personalized support to the working poor. By ensuring our clients are fed, clothed, healthy, and housed, we help...  ...Director of Client Services, the Client Services Manager is responsible for the day-to-day management,... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Samaritan House

    San Mateo, CA
    18 days ago
  •  ...Revolution Medicines seeks a Regional Insights and Engagement Director for the Central Rockies lung cancer market. This field-based role builds relationships with key opinion leaders at major academic institutions, informs brand strategy, and executes commercial initiatives... 
    Suggested

    Revolution Medicines

    Redwood City, CA
    14 days ago
  • $86.5k - $133k

    WHAT IS BOX?Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration,...  ...functionally with Sales, Product, Engineering and Professional Services to:Expand Box’s footprint within the customerInfluence product... 
    Suggested
    Live in
    Work at office
    Shift work
    3 days per week

    Box

    Redwood City, CA
    22 hours ago
  • $120k - $130k

     ...Our industry-leading DAM platform serves as the strategic engine for brand governance and control.We are leading the shift from management to AI-powered content orchestration. By integrating human-led, customizable AI Agents directly into our enterprise-grade infrastructure... 
    Suggested
    Work at office
    Shift work

    Bynder

    San Carlos, CA
    2 days ago
  • $341k

     ...Equinix’s relationship with strategic accounts that will include regional/global customer contacts. Works within a matrixed sales team...  .... Responsible for significant key partner relationship management and development. Responsible for the master strategy for accounts... 
    Base plus commission
    Full time
    Contract work
    Temporary work
    Work at office

    Equinix

    Redwood City, CA
    3 days ago
  •  ...verified information to better manage their health. MyHealthTeam...  ...Nimble empowers independent and regional pharmacies to deliver a...  ...and HCPs. About the roleThe Client Partner owns the post-launch...  ...using NimbleRx and recommending services/features to improve pharmacy... 
    Base plus commission

    Nimble Rx

    Redwood City, CA
    1 day ago
  • $22 - $26 per hour

     ...Client Service Coordinator SAGE Veterinary Centers Redwood City is seeking a Client Service Coordinator to join our specialty and emergency...  .... Schedule appointments, procedures, and consultations while managing the hospital calendar. Answer multi-line phones and respond... 
    Temporary work
    Flexible hours

    Ethos Veterinary Health

    Redwood City, CA
    4 days ago
  • $150k - $190k

    OverviewOrrick currently has an excellent opportunity for a Manager, Sales and Client Growth based in our San Francisco or Silicon Valley...  ...activities.Proven knowledge of the legal and/or professional services sectors - highly desirable.Experience working with senior... 
    Temporary work
    Work experience placement
    Flexible hours

    Orrick

    Menlo Park, CA
    4 days ago
  •  ...Description: Job Title : Client Success Manager Reports To : Senior Client Success Manager FLSA Status : Exempt The Company...  ...creative approach, we take strong pride in the exceptional service that we provide to our clients and their employees. What... 
    Contract work
    Work at office

    Larkin Benefit Administrators

    Redwood City, CA
    4 days ago
  • $112k - $145k

     ...for how the world works.At Freshworks, we build uncomplicated service software that delivers exceptional customer and employee experiences...  ...our Enterprise business, we're looking for a Customer Success Manager to own a portfolio of Key and Enterprise customers across North... 
    Flexible hours

    Freshworks

    San Mateo, CA
    1 day ago
  •  ...Job Description Job Description We are looking for a Client Services Coordinator to support individuals and families by connecting them...  ...housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate... 
    Long term contract
    Local area
    Immediate start

    Robert Half

    San Mateo, CA
    3 days ago
  • $170k - $220k

     ...control, air quality sensors, alarms, intercoms, and visitor management. We’ve got serious momentum in the market: more than 30,000 customers...  ...teams to co-sell and close high-value opportunities.Execute Regional Channel Strategy: Develop and manage a focused partner... 
    Full time
    Local area
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    2 days ago
  • $250k

     ...Office of Technology Licensing (OTL) was established in 1970 to manage the intellectual property assets of Stanford University. OTL...  ...Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.Promote Culture of Safety:... 
    Contract work
    Part time
    Casual work
    Work at office
    Weekend work
    Afternoon shift
    2 days per week
    3 days per week

    Stanford University

    Redwood City, CA
    3 days ago
  • $20.1 - $23.82 per hour

     ...operations and supervision of the Store when functioning as the Manager on Duty. Area Supervisors are responsible for opening and...  ...scheduled. Responds to after-hours alarms when requested. Customer Service: Treats all Customers, Associates, and other leaders with respect... 
    Work at office
    Local area
    Immediate start
    Shift work
    Weekend work
    Afternoon shift

    Ross Stores

    San Mateo, CA
    22 hours ago
  •  ...told to. This is the core of the job. You have owned customer relationships end to end, in customer success, account management, consulting, or a client‑delivery role. You can run a plan and drive it to an outcome across a customer's team, aligning stakeholders, tracking... 

    Mintive

    San Mateo, CA
    1 day ago
  • Leadership: Business Acumen Focus on the core content of the job post. Remove extra metadata, navigation elements, and any non-essential information. Keep the formatting clean and consistent. ClifyX

    ClifyX

    San Mateo, CA
    4 days ago
  • $71k - $140k

     ...generation Business Relationship Manager at East West Bank means you...  ..., private banking, Retail Regional Managers, and/or Branch Managers...  ..., delivering exceptional service to customers, and building a...  ...of the bank’s credit policy, client eligibility and all necessary... 
    Full time
    Local area

    East West Bank

    San Mateo, CA
    2 days ago
  • $24.5 per hour

     ...associates in each department to ensure customers receive excellent service and can easily find the merchandise they need. In addition,...  ...into operational and merchandising decisions to the Store Management Team and Operations Team. Department Supervisors have strong product... 
    Local area

    Home Depot

    San Carlos, CA
    4 days ago
  •  ...Customer Success Manager As a Customer Success manager, you'll play a pivotal role in ensuring that our customers are getting value...  ...Strategic focus on customer happiness and retention Understand clients' business goals, anticipate future needs and identify solutions... 

    Revvo

    San Mateo, CA
    3 days ago
  •  ...Customer Success Manager If you are insatiably curious about industrial customer engineering use cases; enjoy acting as the conduit between customer use case discovery and rapid product feature building; have owned complex AI deployments for enterprise customers; and... 
    Work at office
    Remote work
    Relocation package

    P-1 AI

    San Mateo, CA
    2 days ago
  •  ...you to join us.The Role:The Client Value Partner (CVP) role is a...  ...with a proven track record in managing executive relationships, driving...  ...Celonis teams, such as Servicing, Product & EngineeringMentor...  ...Unlimited PTO (in applicable regions) and generous PTO globally, as... 
    Full time
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    Celonis

    Redwood City, CA
    2 days ago
  • $25 per hour

     ...Will Do... The ideal Customer Success Manager will possess exceptional communication, leadership...  ...be centered around delivering a superior client experience, and you will be incentivized...  .... Provide superior customer service (by email, phone, in person) by nurturing... 
    Hourly pay
    Part time
    Work at office
    Monday to Friday
    Shift work
    Weekend work

    Mathnasium

    Redwood City, CA
    3 days ago
  • $150k - $176k

     ...opportunity to shape how the function scales. What You'll Do Own the enterprise customer journey, including onboarding, relationship management, business reviews, renewals, and expansion. Manage customer support requests and drive timely resolutions, including building... 
    Full time
    Work at office
    Monday to Friday

    True Talent Solutions Partners

    Redwood City, CA
    14 hours ago
  • $150k - $176k

     ...and creating scalable customer success operations. What You'll Do Own the customer journey across onboarding, relationship management, business reviews, renewals, and account expansion. Manage customer support requests and coordinate resolutions, including building... 
    Full time
    Work at office
    Monday to Friday

    True Talent Solutions Partners

    Redwood City, CA
    1 day ago
  • $130.8k - $210k

     ...driven security on a global scale, this is the place to do it. What We Are Looking For Check Point is seeking a high-energy Territory Manager to accelerate new and expansion business across a broad geographic territory of unassigned Rest-of-Market accounts, with channel... 
    Contract work
    Temporary work
    Worldwide

    Check Point Software Technologies

    Redwood City, CA
    2 days ago
  • $168k

     ...re looking for a CRM Product & Operations Manager to own the strategy, delivery, and day-to...  ...automation, documentation, and self-service capabilities. Improve CRM adoption, usability...  ...experience. Experience supporting global, multi-region teams (Americas, EMEA, APAC) preferred.... 
    For contractors
    Flexible hours

    Meltwater

    Redwood City, CA
    1 day ago
  • $112k - $145k

     ...grow our Enterprise business were looking for a Customer Success Manager to own a portfolio of Key and Enterprise customers across North...  ...across Product Engineering Support and Professional Services to deliver successful customer outcomes Travel as needed for... 
    Full time
    Remote work
    Flexible hours

    Freshworks

    San Mateo, CA
    7 days ago
  • BUILD is seeking a Bay Area/LA Director of Philanthropy to design and drive a multi-channel fundraising program, overseeing a team and aligning with senior leadership. The role focuses on cultivating major gifts, foundations, and strategic partnerships to meet ambitious...

    BUILD

    Redwood City, CA
    2 days ago
  • $70k

     ...account changes, and issue resolution with professionalism. Lead management and outreach: Work and follow up on assigned leads through...  ...in LifeMart, our discount program for everyday goods and services. ~ Real growth. We are expanding across California and promote... 
    Base plus commission
    Local area
    Shift work
    Afternoon shift

    Wireless Plus - Verizon Authorized Retailer

    South San Francisco, CA
    24 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Regional Manager. Be the first to apply!