Remote Field Planning Readiness Advisor

H&R Block, Inc.; Northern (KY); Hybrid; USD 54,000 - 81,000; Full time

Job summary

H&R Block is seeking an Advisor, Field Planning Readiness to serve as a key link between the Field Planning team and field leadership. You will support readiness initiatives, coordinate with project managers and field leaders, and translate changes into field-ready guidance and resources.

You will monitor milestones, gather feedback, and help drive adoption across offices, districts, and regions, while partnering with stakeholders to clarify expectations and navigate change.

Qualifications

• Bachelor's degree in related field or equivalent through a combination of education and related work experience.
• 3–5 years of experience in field operations, business operations, project support, change enablement, training, coaching, or related roles.
• Demonstrated ability to build strong working relationships across multiple levels of an organization.
• Strong verbal and written communication skills with the ability to explain complex information clearly and practically.

Responsibilities

• Support initiatives that improve field readiness, leader effectiveness, associate experiences, and operational execution across multiple business priorities.
• Coordinate work with project managers, Field Planning partners, field leaders, and cross-functional teams to align priorities, dependencies, timelines, readiness needs, and deliverables.
• Translate business changes into field-ready communications, guidance, job aids, FAQs, leadership resources, and support materials.
• Monitor initiative milestones, risks, issues, dependencies, adoption indicators, and field readiness concerns.
• Gather and analyze feedback from offices, field leaders, associates, and business partners to identify barriers, best practices, and improvement opportunities.
• Support pilot programs, testing activities, readiness reviews, and phased rollouts by helping evaluate field execution, leader understanding, and operational impact.
• Partner with stakeholders to clarify expectations, answer operational questions, and help leaders navigate change.
• Identify practical solutions that improve readiness, adoption, consistency, and execution across offices, districts, regions, and operational teams.
• Escalate project risks, field barriers, and operational concerns that may affect timing, quality, associate experience, client experience, or business results.
• Document lessons learned, performance insights, field feedback, and recommendations that strengthen future initiatives and readiness efforts.

Skills

Relationship building

Communication

Change enablement

Project support

Microsoft Office

Problem-solving

Education

Bachelor's degree or equivalent

Job description

H&R Block is seeking an Advisor, Field Planning Readiness to serve as a key link between the Field Planning team and field leadership. You will support readiness initiatives, coordinate with project managers and field leaders, and translate changes into field-ready guidance and resources.

You will monitor milestones, gather feedback, and help drive adoption across offices, districts, and regions, while partnering with stakeholders to clarify expectations and navigate change.