Advisor, Field Planning Experience

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OtherAdvisor

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Quick Summary

Requirements Summary

to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy,

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OtherAdvisor

About the Role

~1 min read

As an Advisor, Field Planning Experience, you will help bridge the gap between corporate teams and tax office leaders by supporting the successful implementation of operational initiatives across the organization. You will partner with leaders to drive readiness activities, support change adoption, gather feedback, and identify opportunities to improve execution. In this role, you will serve as a trusted advisor, helping translate field insights into actionable recommendations while supporting projects that strengthen operational performance and the overall client and associate experience.

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 help 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 that support future initiatives and planning efforts

Requirements

~1 min read

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

What We Offer

~1 min read

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

$53,800.00 - $80,700.00/Yr.