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Franchise Consultant

Role overview

Qualifications

  • Bachelor’s degree in a related field or equivalent work experience
  • 5 years minimum related work experience
  • Effective math and analytical skills
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

Responsibilities

  • Consult and offer expertise to franchise owners on business growth
  • Analyze business financial metrics to recommend performance improvements
  • Provide solution-based coaching on tax office operations
  • Develop and influence district business plans and relationships

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Decision Making
  • Problem Solving
  • Communication
  • Teamwork
  • Coaching
  • Detail Oriented

About the company

H&R Block logo

H&R Block

Tax Advisory & Tax Services

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Company details

Company typeLarge
IndustryTax Advisory & Tax Services
Company size10001

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Job description

About the Role:

The Franchise Consultant (FC) is a key member of the field leadership team responsible for leading a geographic district of H&R Block franchise retail tax offices and growing their customer base. The incumbent serves as a representative of H&R Block and is responsible for continually striving to accelerate growth, to strengthen relationships with franchisees, and to provide services to franchisees in accordance with company policy, vision, and mission. Specific areas of support include partnership with strategic planning, sharing retail tax strategies and priorities, while ensuring operational support for the Franchisees. The FC provides service to and consults with assigned franchise district to drive growth and performance, and is accountable for increasing client base, company revenue and net earnings. The incumbent also ensures issues pertaining to franchisees are managed and resolved in a timely manner and creates an environment of cooperation and partnership between franchisees and company operations. Extensive travel is required (50-60%) and depending on the size of District, overnights may be required. The district covers Illinois, Nebraska, and Iowa. 

Day to day, you’ll…

  • consult and offer expertise to franchise owners by understanding the strategic plan of H&R Block. Assisting and influencing franchisees in identifying business levers to grow their business, long-range business plan development including pricing, real estate, and market level analysis.
  • analyze business financial metrics to recommend the best solutions to improve the overall performance of their franchise.
  • provide solution-based coaching and consulting to franchisees on tax office operations and growth opportunities, e.g., recommended HRB processes and systems, strategic staffing and recruiting approaches.
  • develop a district business plan (e.g., qualitative and quantitative analysis, specific goals, commitments, and timing).
  • influence the behaviors of franchisees by serving as a resource and promoting the adoption of company programs and products.
  • establish effective relationships with all internal support partners (e.g., FSM, program manager) to ensure cohesive and effective execution occurs in all OKRs, areas and tools.
  • make balanced decisions by thinking equally of clients, shareholders, franchisees, and associates. Ensure the decisions benefit the company and franchisees and apply consistently. 
  • monitor, understand, and leverage the elements of Block internal strategic changes, external industry changes, and market factors are critical elements.
Required Qualifications:
  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
  • Ability to make independent decisions; assume complete responsibility for his/her work and decisions
  • Demonstrated project management skills, the ability to manage multiple simultaneous projects, the ability to balance short- and long-term priorities, and the ability to deliver projects on time and within budget
  • Effective math and analytical skills
  • Effective verbal, written, and interpersonal communications skills, public relations skills, and detail-oriented
  • Experience in a retail or similar work environment is required, multi-unit is a plus
  • 5 years minimum related work experience
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook; ability to operate a computer and applicable software packages
  • Three years of supervisory experience to include all aspects of coaching, counseling and reviewing performance
  • Understanding of the dynamics of franchise owner/company owned environment
  • Willingness and ability to travel and to maintain a flexible work schedule
Preferred Qualifications:

Work Experience:

  • Prior District General Manager experience or Lead Franchise Support Manager
  • Problem Solving: Balance of strategic and tactical planning & execution with a focus on the client experience
  • Networking Abilities: Extensive networking of contacts with all stakeholders taping into best practices helping to develop a one team culture
  • Franchise Experience: Demonstrated experience in franchise industry such as a Franchisee District Manager, Consultant, Developer, etc.
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: $91,000.00 - $145,600.00/Yr. Sponsored Job: #LI-DA1

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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