Advisor, Field Planning Readiness

Summary

H&R Block is a tax services company focused on providing help and inspiring confidence in clients and communities. The Advisor, Field Planning Readiness supports operational initiatives by partnering with field leaders, project teams, and cross-functional stakeholders to drive readiness, gather feedback, identify barriers, and support adoption. The role also develops field-facing resources, monitors initiative progress, and recommends improvements across workforce planning and facilities readiness efforts.

Responsibilities

• Support initiatives that improve field readiness, leader effectiveness, associate experiences, and operational execution across multiple business priorities
• Coordinate work with project managers, Field Planning partners, field leaders, and cross-functional teams to align priorities, dependencies, timelines, readiness needs, and deliverables
• Translate business changes into field-ready communications, guidance, job aids, frequently asked questions, leadership resources, and support materials
• Monitor initiative milestones, risks, issues, dependencies, adoption indicators, and field readiness concerns
• Gather and analyze feedback from offices, field leaders, associates, and business partners to identify barriers, best practices, and improvement opportunities
• Support pilot programs, testing activities, readiness reviews, and phased rollouts by helping evaluate field execution, leader understanding, and operational impact
• Partner with stakeholders to clarify expectations, answer operational questions, and help leaders navigate change
• Identify practical solutions that improve readiness, adoption, consistency, and execution across offices, districts, regions, and operational teams
• Escalate project risks, field barriers, and operational concerns that may affect timing, quality, associate experience, client experience, or business results
• Document lessons learned, performance insights, field feedback, and recommendations that strengthen future initiatives and readiness efforts

Skills

• Bachelor's degree in related field or equivalent through a combination of education and related work experience
• 3–5 years of experience in field operations, business operations, project support, change enablement, training, coaching, or related roles
• Demonstrated ability to build strong working relationships across multiple levels of an organization
• Strong verbal and written communication skills with the ability to explain complex information clearly and practically
• Experience gathering feedback, documenting issues, and supporting operational improvements
• Ability to manage multiple priorities, follow through on commitments, and support work across multiple initiatives
• Strong analytical, problem-solving, and organizational skills
• Ability to influence without authority and work effectively in a matrixed environment
• Proficiency with Microsoft Office applications and collaboration tools
• Demonstrated commitment to customer service, continuous improvement, and operational excellence
• Experience coaching, advising, or influencing field leaders, operational leaders, or cross-functional partners to support adoption of business initiatives
• Experience facilitating leader discussions, clarifying expectations, answering operational questions, and helping leaders navigate change
• Strong ability to influence without authority and build credibility with leaders across multiple levels of the organization
• Experience supporting large-scale operational initiatives, pilots, readiness activities, or change management efforts
• Ability to translate field feedback, leader concerns, and operational barriers into actionable insights and recommendations
• Experience identifying and sharing best practices across offices, districts, regions, or operational teams
• Background in field operations, seasonal operations, retail operations, tax operations, financial services, or franchise operations preferred
• Formal training or demonstrated experience in coaching, facilitation, change management, continuous improvement, or leader enablement
• Familiarity with H&R Block field operations, systems, and leader support processes preferred

Qualifications

Must Haves

• Bachelor's degree in related field or equivalent through a combination of education and related work experience
• 3–5 years of experience in field operations, business operations, project support, change enablement, training, coaching, or related roles
• Demonstrated ability to build strong working relationships across multiple levels of an organization
• Strong verbal and written communication skills with the ability to explain complex information clearly and practically
• Experience gathering feedback, documenting issues, and supporting operational improvements
• Ability to manage multiple priorities, follow through on commitments, and support work across multiple initiatives
• Strong analytical, problem-solving, and organizational skills
• Ability to influence without authority and work effectively in a matrixed environment
• Proficiency with Microsoft Office applications and collaboration tools
• Demonstrated commitment to customer service, continuous improvement, and operational excellence

Nice to Haves

• Experience coaching, advising, or influencing field leaders, operational leaders, or cross-functional partners to support adoption of business initiatives
• Experience facilitating leader discussions, clarifying expectations, answering operational questions, and helping leaders navigate change
• Strong ability to influence without authority and build credibility with leaders across multiple levels of the organization
• Experience supporting large-scale operational initiatives, pilots, readiness activities, or change management efforts
• Ability to translate field feedback, leader concerns, and operational barriers into actionable insights and recommendations
• Experience identifying and sharing best practices across offices, districts, regions, or operational teams
• Background in field operations, seasonal operations, retail operations, tax operations, financial services, or franchise operations preferred
• Formal training or demonstrated experience in coaching, facilitation, change management, continuous improvement, or leader enablement
• Familiarity with H&R Block field operations, systems, and leader support processes preferred

Benefits

• Competitive pay
• Comprehensive benefits
• Support for life both in and outside of work
• Medical and prescription drug coverage for qualifying associates and their eligible dependents
• H&R Block Retirement Savings Plan (401(k) Plan) for qualifying associates
• Employee Assistance Program for qualifying associates
• (Virtual) fitness center programs for qualifying associates
• Associate discount program for qualifying associates
• Business Travel Accident Insurance for qualifying associates
• Associate Tax Prep benefit for qualifying associates