H&R Block

Program Manager

• Lead the planning, coordination, and execution of integrated marketing campaigns, product launches, and strategic initiatives across Block Advisors and Wave
• Partner with GTM Strategy and marketing leaders to develop project plans, timelines, and launch requirements
• Align cross-functional teams around priorities, objectives, milestones, and deliverables
• Coordinate work across marketing, product, lifecycle marketing, creative, operations, finance, legal, and compliance teams to drive successful execution
• Facilitate project meetings and working sessions to maintain momentum, accountability, and stakeholder alignment
• Monitor project progress, identify risks and blockers, and proactively drive resolution
• Manage campaign calendars, product release schedules, dependencies, and project documentation throughout the lifecycle
• Ensure campaigns and initiatives launch on time, within budget, and in support of business goals
• Provide regular status updates, reporting, recommendations, and budget visibility to marketing leadership
• Foster collaboration, transparency, and adaptability while helping teams navigate competing priorities and changing business needs

Marketing Program Manager, Small Business - Wave

• Lead the planning, coordination, and execution of integrated marketing campaigns and strategic initiatives across the Consumer Tax business
• Partner with GTM Strategy and marketing leaders to develop project plans, timelines, milestones, deliverables, and launch requirements
• Align cross-functional teams around priorities, objectives, dependencies, and key campaign milestones
• Coordinate work across marketing, creative, operations, finance, legal, and compliance teams to drive seamless execution
• Facilitate project meetings and working sessions to maintain momentum, accountability, and stakeholder alignment
• Monitor initiative progress, identify risks and blockers, and proactively drive resolution
• Manage project documentation, campaign timelines, and execution plans throughout the project lifecycle
• Ensure campaigns and initiatives launch on time, within budget, and in support of business objectives
• Provide regular status updates, reporting, recommendations, and budget visibility to marketing leadership
• Foster collaboration, transparency, and adaptability while helping teams navigate competing priorities and evolving business needs.

Marketing Program Manager, Consumer Tax

Accounting Manager

• Maintain accurate financial records for our clients
• Support account managers by documenting transactions, preparing reports, and assisting in compliance with financial regulations
• Provide bookkeeping and payroll services
• Partner with Tax Advisors to deploy an effective two-way referral method
• Enter financial information into accounting or other financial systems
• Handle basic accounting tasks, including data entry, bank reconciliations, and payroll management
• Assist the Tax Advisors with tax return data entry
• Perform reconciliation of accounts and categorize transactions appropriately
• Compile monthly and quarterly reporting

Accounting Specialist

• Apply principles of accounting to analyze financial information and prepare financial reports
• Prepare corporate entity and partnership returns
• Preparing personal and business income tax returns and statements for audits
• Prepare, submit, and manage tax statements and returns for businesses and clients
• Provide advice on financial and tax matters
• Mentor and guide peers through knowledge transfer and skill development
• Foster and enhance continuous improvement initiatives
• Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements
• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
• Identifying opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintain strong relationships
• Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Regularly research financial landscape and market trends
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business
• Validate the accuracy of data from subsystems
• Process subsystems or subsidiary interfaces
• Validate the accuracy and completeness of the interfaced data
• Perform follow up and resolution of determined issues.
• Provides guidance and assistance to Associate Tax Strategists as needed

Tax Strategist

• Take a consultative approach by understanding clients' financial goals
• Establish rapport and trust with clients by consistently exhibiting empathy
• Conduct tax interviews to support retail and DIY online clients through virtual tools
• Review and complete accurate tax returns for individuals and small businesses
• Analyze IRS transcripts to identify missed prior year filings
• Offer ethical, credible advice regardless of client suggestions
• Keep up to date with tax laws, tools, and technology for accurate service
• Use H&R Block’s digital tools confidently to streamline the tax preparation process
• Foster a positive team environment by sharing knowledge and collaborating with staff

Virtual Tax Professional

Operations

• Support the setup, opening, closure, and relocation of seasonal tax offices according to schedules and standards
• Execute office setup activities, including planogram implementation, installation of window clings, lightboxes, and open signs, and confirmation of brand compliance
• Perform custodial tasks to ensure offices are clean, organized, and ready for operation
• Perform routine building maintenance such as replacing light bulbs and ceiling tiles, cleaning HVAC vents, repairing minor physical damage, resolving minor plumbing issues, and conducting minor low-voltage electrical work
• Identify maintenance or facility issues requiring certified technicians and notify the District Operations Coordinator
• Install, remove, and support PC hardware across multiple office locations with guidance from DOCs and TIAs
• Troubleshoot basic hardware issues and document incidents and resolutions within the case management system
• Deliver supplies and materials to and from office locations in a timely and organized manner
• Maintain accurate inventory of district resources, supplies, and computer equipment
• Maintain up-to-date technical knowledge of supported products and systems
• Partner with district leadership and technology teams to support office readiness goals
• Participate in required training and complete other duties as assigned

Operations Technical Specialist, Seasonal – Part Time

• Apply principles of accounting to analyze financial information and prepare financial reports
• Prepare corporate entity and partnership returns
• Preparing personal and business income tax returns and statements for audits
• Prepares, submits, and manages tax statements and returns for businesses and clients
• Provides advice on financial and tax matters
• Mentor and guide peers through knowledge transfer and skill development
• Foster and enhance continuous improvement initiatives
• Accurately process various forms of financial information and materials, ensuring compliance with relevant reporting requirements
• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Manage tax administration responsibilities required of assigned accounts include tax code research, tax return preparation, and tax planning
• Identifying opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintain strong relationships
• Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Regularly research financial landscape and market trends
• Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business
• Validate the accuracy of data from subsystems
• Process subsystems or subsidiary interfaces
• Validate the accuracy and completeness of the interfaced data
• Perform follow up and resolution of determined issues
• Provides guidance and assistance to Associate Tax Strategists as needed

Analyst

• Build and maintain credit risk models, scorecards, and analytical frameworks supporting underwriting, account management, and portfolio monitoring
• Analyze large, complex datasets (application, bureau, tax, and performance data) using Python and SQL to uncover risk insights and portfolio trends
• Develop predictive models, segmentation, and analytics for default risk, customer behavior, and portfolio actions, including experimentation and strategy tests
• Partner with engineering and MLOps teams to productionize models, improve data pipelines, and support ongoing monitoring and performance tracking
• Deliver clear, decision-ready insights to stakeholders while supporting model governance, documentation, explainability, and continuous data quality improvement

Senior Lending Credit Risk Model Analyst

• Support the integration of acquired CPA offices into H&R Block operations and processes
• Partner with office leadership to drive client growth, community involvement, and business initiatives
• Oversee day-to-day office operations
• Coordinate across departments to support tax associates
• Manage projects, resource allocation, and issue resolution
• Maintain accurate operational records, documentation, and reporting
• Collaborate with office leaders to ensure operational tasks are completed

Operations Advisor

Seasonal Operations Technical Specialist – Part Time

• Lead, coach, and develop a team of Virtual Tax Professionals
• Foster a positive, high-performing virtual work environment
• Manage daily operations, including staffing and productivity
• Ensure timely and accurate tax return and client deliverables
• Champion a client-first culture by resolving client concerns
• Provide guidance on complex tax situations and quality review efforts
• Support recruiting, interviewing, hiring, onboarding, and workforce planning
• Identify and implement process improvements to enhance workflows

Associate Manager, Virtual Tax

Business Analyst

• Coordinate with system owners to ensure accurate and consistent data transfer across internal systems
• Manage the exchange of tax return information, enrollment data, and other key data elements required throughout the process
• Ensure data and system triggers are available and consumable by downstream reporting platforms
• Support reporting requirements related to enrollment activities, document collection, and request success metrics
• Partner with internal subject matter experts to maintain tax forms and related filing requirements
• Coordinate with regulatory agencies to ensure IRS and state forms are updated and properly formatted for electronic submission
• Support electronic data inclusion, signature requirements, and tax authority submission processes
• Manage internal and third-party vendor data connections
• Monitor integration performance to support continuity of service and reliable data delivery
• Maintain status reporting and throughput metrics to help measure operational effectiveness

Product Manager

• Define and maintain the product vision, strategy, and roadmap for transcript-related products and workflows
• Ensure product priorities align with business objectives and customer needs
• Identify customer needs through research, feedback, and market analysis
• Translate customer and business insights into clear product requirements
• Lead products through the full lifecycle, from concept and development through launch, enhancement, and ongoing maintenance
• Partner closely with engineering, design, and other cross-functional teams to support successful product execution
• Collaborate with stakeholders across the organization to drive alignment on product strategy and priorities
• Prioritize product initiatives, features, and enhancements to maximize business value and customer impact
• Analyze product performance, key metrics, and customer feedback to identify opportunities for improvement
• Use data and insights to inform product decisions and drive continuous improvement
• Communicate product strategy, progress, and priorities to stakeholders
• Manage stakeholder expectations and build alignment throughout the product development process

Senior Product Manager

Administrative Assistant

• Provide essential administrative and operational support across one or more districts
• Partner closely with District Operations Coordinator to support key priorities
• Streamline processes and help create an organized environment
• Assist with day-to-day operations to ensure offices run efficiently
• Provide hiring support using internal applicant tracking and hiring systems
• Assist with onboarding and employment-related administrative tasks
• Support tax office associates with administrative requirements
• Respond to inquiries related to supplies, facilities, or operational support
• Monitor supply inventory and place orders
• Research and resolve issues independently when possible
• Coordinate vendors for local facility and maintenance requests
• Review and verify invoices for accuracy
• Prepare invoices and expense documentation for approval
• Maintain working knowledge of Microsoft Teams and Microsoft Office applications
• Attend training sessions related to systems, compliance, and job performance
• Assist with special projects, local initiatives, and other duties as assigned

Seasonal Operations Administrative Assistant, Part Time

Data Analyst

• Provide strategic and people leadership for H&R Block’s analytics and experimentation capabilities across a portfolio of products and experiences
• Set the vision, operating model, and standards for experimentation and analytics, ensuring data-driven decision-making, trusted insights, and scalable practices are embedded across product discovery, delivery, and optimization
• Lead high-performing teams and position analytics and experimentation as a key driver of product growth and competitive advantage
• Partner with product leaders to define strategy and vision for Product Analytics & Experimentation across H&R Block products & experiences
• Align to enterprise objectives and product strategy
• Lead and develop a team by providing clear direction, coaching, and growth paths while setting a high bar for execution and impact
• Establish and scale enterprise standards for experiment design, analytics tagging, validation, and data governance to ensure trusted, actionable insights
• Manage and support the experimentation roadmap across product lines, ensuring prioritization balances learning velocity, customer impact, and business outcomes
• Partner deeply with Product, Engineering, Design, Marketing, and Risk to integrate analytics and experimentation into roadmaps, discovery, and delivery workflows
• Champion tooling and platform decisions, such as Adobe Analytics, Adobe Target, AEP, and CJA, ensuring scalability, efficiency, and operational excellence
• Create clarity and alignment through documentation, operating norms, and communication that enable teams to confidently design, execute, and interpret experiments
• Present insights, recommendations, and risks to senior leadership, translating complex data into clear narratives that inform strategy and investment decisions
• Model and reinforce a culture of learning, curiosity, and evidence-based decision-making across the product organization

Marketing Program Manager, Small Business - Wave

Marketing Program Manager, Consumer Tax

Accounting Specialist

Tax Strategist

Virtual Tax Professional

Operations Technical Specialist, Seasonal – Part Time

Tax Strategist

Senior Lending Credit Risk Model Analyst

Operations Advisor

Seasonal Operations Technical Specialist – Part Time

Associate Manager, Virtual Tax

Business Analyst

Senior Product Manager

Seasonal Operations Administrative Assistant, Part Time

Group Product Manager, Product Analytics, Experimentation