Advisor, Field Planning Experience

🕒 September 10

🏰 Missouri – Remote

infoinfo

💵 $53.8k - $80.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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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

• 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 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 supporting future initiatives and planning efforts

🎯 Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience • 3-5 years experience delivering exceptional customer service in a high-volume, fast-paced environment or similar

🏖️ Benefits

• 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 • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Continuous learning • High Performing, Connected Culture

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