Remote Field Planning Experience Advisor

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

Job summary

H&R Block, Inc. is seeking an Advisor, Field Planning Experience to bridge corporate initiatives with tax office leaders and drive readiness, adoption, and improvements across the organization.

You will partner with leaders to translate field insights into actionable recommendations, support project execution, and monitor adoption and performance trends.

This role emphasizes collaboration, change enablement, and continuous improvement across tax offices with remote work options.

Qualifications

• Bachelor’s degree or equivalent combination of education and 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

H&R Block, Inc. is seeking an Advisor, Field Planning Experience to bridge corporate initiatives with tax office leaders and drive readiness, adoption, and improvements across the organization.

You will partner with leaders to translate field insights into actionable recommendations, support project execution, and monitor adoption and performance trends.

This role emphasizes collaboration, change enablement, and continuous improvement across tax offices with remote work options.