Project Manager, Field Planning
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Job Description
Project Manager advancing H&R Block’s tax-office readiness and client experiences. Coordinating cross-functional launches, communications, pilots, and adoption across the tax preparation journey.
Responsibilities:
- Lead initiatives supporting key client and associate experiences across the tax preparation journey
- Manage projects across multiple business initiatives
- Coordinate cross-functional teams to align priorities, dependencies, timelines, and deliverables
- Translate business changes into field-ready communications, guidance, and readiness materials
- Monitor project milestones, risks, issues, dependencies, and adoption indicators
- Gather and analyze feedback from tax offices, advisors, clients, and business partners
- Support pilot programs, testing activities, and phased rollouts
- Develop job aids, frequently asked questions, leadership resources, and support materials
- Partner with stakeholders to identify operational challenges and implement practical solutions
- Escalate project risks and barriers affecting timing, quality, client experience, or business results
- Document lessons learned, performance insights, and recommendations
- Connect enterprise priorities with the needs of tax offices and the clients they serve
Requirements:
- Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
- 3-5 years related project management, operations, field support, product readiness, analytics, communications, or cross-functional business experience
- Ability to work effectively in a diverse work group
- Ability to lead in a matrix environment and at a distance (virtually)
- Ability to work effectively as a member of a team
- Demonstrated decision making, analytical, and problem-solving skills
- Effective oral, written, and interpersonal communication skills
- Demonstrated effectiveness presenting complex information to multiple organizational levels
- Strong facilitation and presentation skills
- Proficiency with Microsoft Office software and product planning tools
- Familiarity with Project Management methodologies
- Track record of establishing priorities and deadlines
- PMP certification, equivalent project management training, or completed coursework toward project management certification (preferred)
- Tax, financial services, retail, seasonal operations, field leadership, or consulting experience (preferred)
- Familiarity with compliance, governance, regulatory requirements, or risk management practices (preferred)
- Experience with H&R Block Assisted Tax operations, field systems, product readiness, or field-facing support channels (preferred)
- Experience using dashboards, operational metrics, feedback themes, or performance insights to support project decisions (preferred)
Benefits:
- Medical and prescription drug coverage for qualifying associates and eligible dependents
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (Virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
- Competitive pay
- Comprehensive benefits
- Support for life both in and outside of work
- Potential incentive compensation or short-term incentive plans
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