Advisor, Field Planning Readiness

🕒 September 11

🏰 Missouri – Remote

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💵 $53.8k - $80.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 3%

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Logo of H&R Block

H&R Block

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Support initiatives improving field readiness, leader effectiveness, associate experiences, and operational execution • Coordinate priorities, dependencies, timelines, readiness needs, and deliverables with project managers, Field Planning partners, field leaders, and cross-functional teams • Translate business changes into field-ready communications, guidance, job aids, FAQs, leadership resources, and support materials • Monitor milestones, risks, issues, dependencies, adoption indicators, and field readiness concerns • Gather and analyze feedback to identify barriers, best practices, and improvement opportunities • Support pilots, testing, readiness reviews, and phased rollouts • Clarify expectations, answer operational questions, and help leaders navigate change • Identify solutions that improve readiness, adoption, consistency, and execution • Escalate project risks, field barriers, and operational concerns • Document lessons learned, performance insights, feedback, and recommendations

🎯 Requirements

• 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 • Ability to build strong working relationships across multiple levels of an organization • Strong verbal and written communication skills • Experience gathering feedback, documenting issues, and supporting operational improvements • Ability to manage multiple priorities and support multiple initiatives • Strong analytical, problem-solving, and organizational skills • Ability to influence without authority and work effectively in a matrixed environment • Proficiency with Microsoft Office applications and collaboration tools • Commitment to customer service, continuous improvement, and operational excellence

🏖️ Benefits

• Competitive pay • Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Continuous learning and support for well-being • Incentive compensation or short-term incentive plans may provide additional earnings

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