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District Manager, Virtual Fulfillment

Role overview

Qualifications

  • Bachelor's degree in a related field or equivalent work experience
  • 5+ years of related experience including leadership and workforce planning
  • Strong analytical, critical thinking, and problem-solving skills
  • Proven communication and interpersonal skills

Responsibilities

  • Provide strategic and operational leadership for Virtual Tax Preparation and Fulfillment services
  • Champion a client-first culture focused on satisfaction and retention
  • Hire, coach, mentor, and develop Associate Managers and Team Leaders
  • Continuously evaluate workflows and operating procedures to improve efficiency

Key facts

Other skills

  • Leadership
  • Virtual Teams
  • Problem Solving
  • Communication
  • Social Skills
  • Relationship Building
  • Emotional Intelligence
  • Technical Acumen
  • Collaboration
  • Critical Thinking

About the company

H&R Block logo

H&R Block

Tax Advisory & Tax Services

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Company details

Company typeLarge
IndustryTax Advisory & Tax Services
Company size10001

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Job description

About the Role:
The District Manager, Virtual Fulfillment is responsible for leading a geographically dispersed team of full-time and seasonal Associate Managers, Team Leaders, and Tax Professionals who deliver tax preparation and client service through H&R Block’s digital channels. This role oversees the execution of Virtual Tax Preparation (TPR) and Virtual Fulfillment operations, ensuring clients receive an exceptional end-to-end experience without visiting a retail location. The District Manager drives operational excellence, client satisfaction, revenue growth, quality outcomes, workforce productivity, and talent development across a large virtual organization. Partnering closely with Product, Technology, Operations, Field Leadership, Client Care, and Training teams, this leader continuously improves the digital client experience, aligns operations with enterprise objectives, and builds scalable processes that support long-term success. The ideal candidate is a strategic, data-driven people leader who thrives in a fast-paced environment, excels at leading large virtual teams, and consistently delivers results through others

 

Day to day, you'll...

  • Provide strategic and operational leadership for Virtual Tax Preparation and Fulfillment services. Ensure clients receive timely, accurate, and seamless support through all digital channels while delivering against revenue, quality, and service goals
  • Champion a client-first culture focused on satisfaction, retention, communication, and trust. Monitor client feedback and performance metrics to identify opportunities that improve the digital client journey
  • Hire, coach, mentor, and develop Associate Managers and Team Leaders. Foster a culture of accountability, engagement, inclusion, and continuous improvement while building leadership bench strength
  • Establish clear goals and performance expectations across all levels of the organization. Leverage metrics, reporting, and operational reviews to drive productivity, quality, and business results
  • Partner with leaders to develop seasonal staffing plans, hiring strategies, onboarding programs, and capacity models that align talent resources to client demand
  • Continuously evaluate workflows, tools, and operating procedures to improve efficiency, reduce friction, and enhance the overall virtual client experience
  • Own operational performance related to transaction volume, revenue generation, productivity, conversion, and service-level commitments. Implement action plans to achieve and exceed financial goals
  • Collaborate with Product, Technology, Training, Marketing, Client Care, and Field Operations teams to influence digital strategies, testing initiatives, and process improvements
  • Utilize operational, workforce, and client experience data to identify trends, solve problems, remove barriers, and make informed business decisions
  • Lead change management initiatives and support the ongoing evolution of H&R Block's virtual service model by testing new solutions, technologies, and operational strategies
Required Qualifications:
  • Bachelor's degree in a related field or an equivalent combination of education and relevant work experience
  • 5+ years of related experience, including leadership and effective management of field personnel, workforce planning, staffing, and goal-setting
  • Strong analytical, critical thinking, and problem-solving skills with the ability to interpret data, manage multiple priorities, and meet deadlines
  • Proven communication, interpersonal, facilitation, and relationship-building skills, with the ability to work effectively across all levels of the organization and in diverse environments
  • Demonstrated emotional intelligence and the ability to collaborate effectively with others while leading high-performing teams
  • Proficiency with Windows-based computer systems and strong aptitude for learning and applying technology in a business environment
  • Must meet IRS e-file suitability requirements as defined by IRS Publication 3112 and be willing to work an irregular schedule as business needs require
Why work for us: 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. Pay Range Information: 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. Pay Range: $91,000.00 - $145,600.00/Yr.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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