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Block Advisors Transformation Manager

H&R Block

Role overview

Qualifications

  • Bachelor of Science degree in a related field or equivalent work experience
  • 8 years minimum related work experience
  • Excellent communication and interpersonal skills
  • Remote leadership experience

Responsibilities

  • Support integration and transition of acquired companies into Block Advisors organization
  • Execute and test the operating model to gain quality learnings
  • Partner with cross-functional teams to develop roadmaps and solutions
  • Influence the behaviors of associates and promote company programs

Key facts

Hard skills

Project Management Process Improvement Enterprise Integration Change Management Operational Planning Stakeholder Communications Talent Management

Other skills

  • Collaboration
  • Social Skills
  • Goal Setting
  • Communication
  • Presentations

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

Links

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Job description

About the Role:

The primary responsibility will be supporting the successful integration and transition of acquired companies into our Global Consumer Tax - Block Advisors organization. The qualified candidate will be a member of a highly visible team working closely with the Market Vice President, Regional Director, District General Manager (local leadership), and the A&D Integration Manager to successfully integrate new acquired businesses into Block Advisors, test different operating models, provide recommendations to improve the operating models and deliver financial results over and above acquisition business cases.

This position requires a highly collaborative individual with strong process and project management skills with the ability to coordinate relationships across multiple functional areas, third party providers and field leadership.

Hiring Location: Wanting to hire candidate currently located in the West Coast

Day to day, you'll...

  • Execute and test the model as designed to ensure we are gaining quality learnings and acting on these learnings to refine the model so it can be broadly implemented and captured in a multi-year roadmap.  Accelerate business growth through implementation of the operating model

  • Partner with cross functional teams (Pricing, IT, Strategy, A&D, etc.) to inform, influence and work to develop roadmaps, solutions, etc. in support of the identified business model. This individual is the face of the business and will help shape/integrate the needs of this business into other cross-functional teams roadmaps

  • Articulate and drive H&R Block strategies and priorities, adapting messaging for local market relevancy. Identifies and recommends solutions for a consistent business approach, but remains sensitive to the individual business needs of each office

  • Influence the behaviors of associates by serving as a resource and promoting the adoption of company programs and products

  • Execute policies and procedures in each office that increase revenues, control expenses, and promote client satisfaction

  • This inlcudes acquiring the right talent and managing the Talent Lifecycle of the associates in the assigned offices

  • Regularly communicates to senior management regarding the status of specific project deliverables.  Perform analysis and assessment activities to provide stakeholders with timely updates

Required Qualifications:
  • Bachelor of Science degree in a related field or the equivalent through a combination of education and related work experience
  • 8 years minimum related work experience
  • Travel 50%-70% of the time
Preferred Qualifications:
  • Excellent communication (written, oral and presentation) and interpersonal skills
  • Project Management
  • Proven track record of driving results through people, including a working knowledge of organizational planning techniques, goal development, hiring, training, and work standards
  • Remote leadership experience is a must
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: $101,200.00 - $161,900.00/Yr.

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MR

Marcus Rivera

Chief Revenue Officer

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