Advisor, Field Planning Experience

H&R Block; Missouri; On-site; USD 54,000 - 81,000; Full time

Job summary

H&R Block is seeking an Advisor, Field Planning Experience to bridge corporate initiatives with tax office leaders and drive readiness for operational programs. You will translate field insights into actionable recommendations, support change adoption, and contribute to stronger client and associate experiences.

The role requires collaborating with tax office leaders to implement initiatives, gather feedback, track actions, and address barriers.

Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 3-5 years experience delivering exceptional customer service in a high-volume, fast-paced environment or similar

Responsibilities

• Partner with tax office leaders to support operational initiatives, readiness activities, and implementation efforts
• Gather and synthesize feedback on processes, tools, and operational challenges to identify improvement opportunities
• Support project execution by validating readiness, tracking action items, and helping address barriers to success
• Facilitate communication between operational leaders and corporate teams to clarify expectations and resolve questions
• Identify and share best practices that help improve consistency and operational effectiveness across tax offices
• Coordinate pilot programs and testing activities by supporting participation, monitoring execution, and collecting feedback
• Assist with change enablement activities, including readiness resources, leader engagement, and implementation support
• Monitor adoption trends and operational performance to identify risks, gaps, and opportunities for improvement
• Maintain accurate documentation related to feedback, concerns, successes, and follow-up actions
• Participate in operational reviews and continuous improvement activities that support future initiatives and planning efforts

Skills

Customer service

Education

Bachelor’s degree or equivalent

Job description

About The Role

As an Advisor, Field Planning Experience, you will help bridge the gap between corporate teams and tax office leaders by supporting the successful implementation of operational initiatives across the organization. You will partner with leaders to drive readiness activities, support change adoption, gather feedback, and identify opportunities to improve execution. In this role, you will serve as a trusted advisor, helping translate field insights into actionable recommendations while supporting projects that strengthen operational performance and the overall client and associate experience.

Day to day, you'll…

• Partner with tax office leaders to support operational initiatives, readiness activities, and implementation efforts
• Gather and synthesize feedback on processes, tools, and operational challenges to identify improvement opportunities
• Support project execution by validating readiness, tracking action items, and helping address barriers to success
• Facilitate communication between operational leaders and corporate teams to clarify expectations and resolve questions
• Identify and share best practices that help improve consistency and operational effectiveness across tax offices
• Coordinate pilot programs and testing activities by supporting participation, monitoring execution, and collecting feedback
• Assist with change enablement activities, including readiness resources, leader engagement, and implementation support
• Monitor adoption trends and operational performance to identify risks, gaps, and opportunities for improvement
• Maintain accurate documentation related to feedback, concerns, successes, and follow-up actions
• Participate in operational reviews and continuous improvement activities that support future initiatives and planning efforts

Required Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 3-5 years experience delivering exceptional customer service in a high-volume, fast-paced environment or similar

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

$53,800.00 - $80,700.00/Yr.