Project Manager, Field Planning

🔥 12 hours ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $62.8k - $94.2k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

👻 Ghost score 0%

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H&R Block

WebsiteLinkedInAll Job Openings

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

• Lead initiatives supporting key client and associate experiences across the tax preparation journey • Manage projects across multiple business initiatives • Coordinate 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 • Support pilot programs, testing activities, and phased rollouts • Develop job aids, frequently asked questions, leadership resources, and support materials • Partner with stakeholders to identify operational challenges and implement practical solutions • Escalate project risks and barriers affecting timing, quality, client experience, or business results • Document lessons learned, performance insights, and recommendations • Connect enterprise priorities with the needs of tax offices and the clients they serve

🎯 Requirements

• 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 as a member of a team • Demonstrated decision making, analytical, and problem-solving skills • Effective oral, written, and interpersonal communication skills • Demonstrated effectiveness presenting complex information to multiple organizational levels • 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 • PMP certification, equivalent project management training, or completed coursework toward project management certification (preferred) • Tax, financial services, retail, seasonal operations, field leadership, or consulting experience (preferred) • Familiarity with compliance, governance, regulatory requirements, or risk management practices (preferred) • Experience with H&R Block Assisted Tax operations, field systems, product readiness, or field-facing support channels (preferred) • Experience using dashboards, operational metrics, feedback themes, or performance insights to support project decisions (preferred)

🏖️ 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 • Potential incentive compensation or short-term incentive plans