Project Manager, Field Planning Experience

As a Project Manager, Field Planning Experience , you will lead initiatives that support key client and associate experiences across the tax preparation journey.

You will partner with teams across the client experience journey workflows and field leadership to turn business priorities into clear, executable plans.

This role helps ensure teams are prepared to successfully launch new products, services, processes, and experiences while driving adoption, readiness, and continuous improvement.

You'll play an important role in connecting enterprise priorities with the needs of tax offices and the clients they serve.

Day to day, you'll...

• Manage projects that support client and associate experiences across multiple business initiatives.
• Coordinate work across 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 to identify improvement opportunities.
• Support pilot programs, testing activities, and phased rollouts to evaluate experience enhancements and business outcomes.
• Develop job aids, frequently asked questions, leadership resources, and support materials that improve execution and understanding.
• Partner with stakeholders to identify operational challenges and implement practical solutions that improve readiness and adoption.
• Escalate project risks and barriers that may affect timing, quality, client experience, or business results.
• Document lessons learned, performance insights, and recommendations that strengthen future initiatives and experiences.
• 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 in a diverse work group as a member of a team
• Demonstrated decision making, analytical, and problem-solving skills
• Effective oral, written, and interpersonal communication skills with demonstrated effectiveness in presenting complex information to multiple organizational levels, with 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
• Tax, financial services, retail, seasonal operations, field leadership, or consulting experience
• Familiarity with compliance, governance, regulatory requirements, or risk management practices
• Experience with H&R Block Assisted Tax operations, field systems, product readiness, or field-facing support channels
• Experience using dashboards, operational metrics, feedback themes, or performance insights to support project decisions