Manager, Remote Tax Strategist Program

H&R Block, Inc.; Northern (KY); Hybrid; USD 101,000 - 162,000; Full time

Job summary

H&R Block is seeking a Remote Tax Strategy Program Manager to lead the Remote Tax Pro (RTP) program. You will partner with sponsors, support teams, and stakeholders to scale the program while delivering a high-quality client experience as clients move from in-office to remote services.

In this role you will hire and develop teams, oversee SOPs and performance reporting, manage financials, forecast risks, and drive continuous improvement across Roll Up offices.

Qualifications

• Bachelor’s degree or equivalent experience.
• 8+ years related work experience.
• Ability to hire, coach, and develop high-performing teams.
• Strong analytical and problem solving with data interpretation.
• Ability to manage multiple priorities in a fast-paced environment.
• Advanced communication and relationship-building skills.
• Emotional intelligence and accountability.
• Strong client relationship skills and client experience focus.
• Proficiency with Windows-based computer systems.
• IRS e-file suitability and willingness to irregular schedule.

Responsibilities

• Lead RTP program including hiring and talent development.
• Oversee SOPs, reporting, and financial oversight.
• Advise on program design and client expectations.
• Understand RTP client base and feedback loop.
• Advocate for RTP across Roll Up offices.
• Ensure consistent participation by offices.
• Identify opportunities for service expansion.
• Forecast viability and risks with support partners.
• Organize resources for program operation.
• Execute Short Range Plan and targets.
• Manage incentive payments.
• Document results and act as brand ambassador.

Skills

Team leadership

Talent development

Cross-functional collaboration

Data analysis

Project prioritization

Communication skills

Change management

Relationship building

Problem solving

Windows proficiency

Education

Bachelor’s degree or equivalent experience

Tools

Windows-based systems

Job description

About the Role

As part of the CPA Roll-Up strategy, the Remote Tax Strategist Program Manager leads the Remote Tax Pro (RTP) program, ensuring its success and long-term sustainability. The Manager works cross-functionally with sponsors, support teams, and stakeholders to enhance the program’s capacity and capabilities. With a strong focus on customer experience, this role ensures a smooth client transition from in-office to remote services, delivering consistent, high-quality support to both internal and external clients.

Day to Day you'll...

• Provide direct leadership for the RTP program and associates including but not limited to hiring, on-going talent development, individual and program output, bench planning, compensation reviews, recognition and performance management
• Oversee creation and SOP adherence, regular reporting of program performance, and financial oversight
• Act as a strong steward of the RTP program. Provide oversight for SOP adherence. Generate regular reporting of program performance and provide financial oversight
• Build a strong understanding of the RTP clientele and ensure SOP design, service delivery and on-going feedback loop consistently meet client expectations
• Be an effective RTP program advocate and liaison for Roll Up offices
• Ensure consistent program participation by each office
• Proactively identify opportunities for program scope and service type expansion
• Work with support partners to forecast program viability and risks on a regular basis
• Identify, obtain, and organize necessary resources to maintain the RTP program’s operation
• Execute against the assigned Short Range Plan and/or performance targets for the RTP program, ensuring program efficacy and labor efficiency
• Manage calculation of incentive payments
• Chronically verify and document RTP program results, progress, and setbacks. Act as the brand ambassador for the program to internal and external stakeholders complete all other tasks necessary to harden and advance the RTP program

Required Qualifications

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 8 years minimum related work experience
• Proven ability to hire, coach, develop, and lead high-performing teams, including developing new or emerging people leaders
• Strong analytical, critical-thinking, and problem-solving skills with the ability to interpret operational, workforce, financial, and client experience data
• Demonstrated ability to manage multiple priorities, lead change, and meet deadlines in a fast-paced, evolving environment
• Advanced communication, interpersonal, facilitation, and relationship-building skills, with the ability to collaborate across all levels of the organization
• Demonstrated emotional intelligence and the ability to foster accountability, engagement, inclusion, and continuous improvement
• Strong client relationship skills and a commitment to delivering an accurate, timely, and consistent client experience
• Proficiency with Windows-based computer systems and a strong aptitude for learning and applying technology in a business environment
• Must meet IRS e-file suitability requirements as defined by IRS Publication 3112 and be willing to work an irregular schedule as business needs require

Preferred Qualifications

• Experience leading geographically dispersed or virtual teams
• Experience in tax preparation, accounting, financial services, or a professional services environment
• Experience scaling a team or operating model through multiple stages of growth
• Experience using workforce, productivity, quality, and client experience metrics to drive performance
• Experience partnering cross-functionally to implement new processes, tools, or technologies

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

$101,200.00 - $161,900.00/Yr.