Project Manager, Field Planning Client Readiness

Summary

H&R Block is a tax services company that provides tax preparation support to clients and communities. The Project Manager, Field Planning Client Readiness will manage workforce readiness and knowledge governance projects, coordinate cross-functional workstreams, maintain readiness plans and resources, and translate operational changes into guidance that helps tax offices execute effectively.

Responsibilities

• Manage workforce readiness and knowledge governance projects that support seasonal and operational execution
• Coordinate hiring, training, certification, compensation readiness, scheduling, capacity management, specialties, and recruiting workstreams
• Partner with Workforce Planning, Training, People and Culture, Finance, Operations, Communications, Product teams, Advisors, and field leaders
• Maintain readiness plans, calendars, roadmaps, milestones, risks, decisions, and status updates
• Support and maintain employee guidance, procedures, training resources, job aids, shared team sites, and other reference materials that help tax offices prepare for daily operations
• Translate operational changes into clear guidance, leader resources, frequently asked questions, and readiness materials for tax offices
• Gather field feedback, operational insights, and performance themes to identify risks, barriers, and improvement opportunities
• Facilitate readiness discussions to align stakeholders, confirm decisions, and clarify next steps
• Document contact strategy artifacts, inventories, lessons learned, and recommendations to improve future readiness work

Skills

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
• 3 years minimum related work experience in project management, operations, field support, business readiness, communications, knowledge management, or related work
• Demonstrated decision-making, analytical, and problem-solving skills
• Effective oral, written, and interpersonal communication skills
• Strong facilitation and presentation skills
• Proven ability to manage priorities, deadlines, and multiple projects or workstreams
• Proficiency with Microsoft Office software and collaboration or project management tools
• PMP certification, equivalent project management training, or completed coursework toward project management certification
• Experience in tax, financial services, retail, seasonal operations, field leadership, consulting, or other operationally complex environments
• Experience supporting client readiness, workforce readiness, business readiness, product readiness, or associate enablement
• Experience with workforce planning, scheduling, staffing, or tax office execution practices
• Experience using dashboards, operational metrics, feedback themes, or performance insights to support project decisions
• Experience with governance, compliance, risk management, content quality, knowledge management, or documentation practices
• Experience in a consulting environment
• Some tax or financial background

Qualifications

Must Haves

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
• 3 years minimum related work experience in project management, operations, field support, business readiness, communications, knowledge management, or related work
• Demonstrated decision-making, analytical, and problem-solving skills
• Effective oral, written, and interpersonal communication skills
• Strong facilitation and presentation skills
• Proven ability to manage priorities, deadlines, and multiple projects or workstreams
• Proficiency with Microsoft Office software and collaboration or project management tools

Nice to Haves

• PMP certification, equivalent project management training, or completed coursework toward project management certification
• Experience in tax, financial services, retail, seasonal operations, field leadership, consulting, or other operationally complex environments
• Experience supporting client readiness, workforce readiness, business readiness, product readiness, or associate enablement
• Experience with workforce planning, scheduling, staffing, or tax office execution practices
• Experience using dashboards, operational metrics, feedback themes, or performance insights to support project decisions
• Experience with governance, compliance, risk management, content quality, knowledge management, or documentation practices
• Experience in a consulting environment
• Some tax or financial background

Benefits

• Remote work arrangement
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• 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
• Continuous learning
• Support for life both in and outside of work