Project Manager, Field Planning Experience

H&R Block, Inc.; Missouri; Hybrid; USD 63,000 - 94,000; Full time

Job summary

H&R Block, Inc. is seeking a Project Manager, Field Planning Experience, to lead initiatives that improve client and associate experiences across the tax journey. You will coordinate cross-functional teams and translate priorities into actionable plans that enable successful launches.

You will develop field-ready communications, monitor milestones and risks, gather feedback, and drive readiness and adoption to deliver measurable business outcomes.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 3–5 years in project management, operations, field support, analytics, or cross-functional roles.
• Ability to work in a matrix, virtual environment.
• Strong decision making, analytical, problem solving.
• Effective communication and facilitation across org levels.
• Proficiency with Microsoft Office and product planning tools.
• Familiarity with Project Management methodologies.
• Track record of setting priorities and deadlines.

Responsibilities

• Manage projects supporting client and associate experiences across initiatives.
• Coordinate cross-functional work to align priorities, timelines, deliverables.
• Translate business changes into field communications and readiness materials.
• Monitor milestones, risks, issues, dependencies, adoption.
• Gather feedback from offices, advisors, clients, and partners for improvements.
• Support pilots, testing, and phased rollouts to assess impacts.
• Develop job aids, FAQs, leadership resources, and support materials.
• Identify operational challenges with stakeholders and implement practical solutions.
• Escalate risks affecting timing, quality, or client experience.
• Document lessons learned and performance insights.

Skills

Project management

Analytical thinking

Communication skills

Cross-functional teamwork

Virtual collaboration

Education

Bachelor’s degree or equivalent

PMP certification

Tools

Microsoft Office

Product planning tools

Job description

About the Role

As a Project Manager, Field Planning Experience, you will lead initiatives that support key client and associate experiences across the tax preparation journey. You will partner with teams across the client experience journey workflows and field leadership to turn business priorities into clear, executable plans. This role helps ensure teams are prepared to successfully launch new products, services, processes, and experiences while driving adoption, readiness, and continuous improvement. You'll play an important role in connecting enterprise priorities with the needs of tax offices and the clients they serve.

Day to day, you'll...

• Manage projects that support client and associate experiences across multiple business initiatives.
• Coordinate work across 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 to identify improvement opportunities.
• Support pilot programs, testing activities, and phased rollouts to evaluate experience enhancements and business outcomes.
• Develop job aids, frequently asked questions, leadership resources, and support materials that improve execution and understanding.
• Partner with stakeholders to identify operational challenges and implement practical solutions that improve readiness and adoption.
• Escalate project risks and barriers that may affect timing, quality, client experience, or business results.
• Document lessons learned, performance insights, and recommendations that strengthen future initiatives and experiences.

Required Qualifications

• 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 in a diverse work group as a member of a team
• Demonstrated decision making, analytical, and problem-solving skills
• Effective oral, written, and interpersonal communication skills with demonstrated effectiveness in presenting complex information to multiple organizational levels, with 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

Preferred Qualifications

• PMP certification, equivalent project management training, or completed coursework toward project management certification
• Tax, financial services, retail, seasonal operations, field leadership, or consulting experience
• Familiarity with compliance, governance, regulatory requirements, or risk management practices
• Experience with H&R Block Assisted Tax operations, field systems, product readiness, or field-facing support channels
• Experience using dashboards, operational metrics, feedback themes, or performance insights to support project decisions

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

$62,800.00 - $94,200.00/Yr.

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