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Project Manager, Operations and Systems

Role overview

Qualifications

  • Bachelor’s degree in a related field or equivalent experience
  • 3 years minimum related work experience
  • Effective communication skills
  • Proficiency with Microsoft Office software

Responsibilities

  • Manage and support multiple projects, ensuring stakeholder communication
  • Create and maintain reports, dashboards, and analytics
  • Support Salesforce and business systems including updates and user support
  • Assist with implementation and testing of a new CRM platform

Key facts

Other skills

  • Problem Reporting
  • Microsoft Office
  • Analytical Skills
  • Communication
  • Presentations
  • Prioritization
  • Consulting
  • Decision Making
  • Problem Solving
  • Team Leadership
  • Social Skills

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:

We're seeking a highly organized and tech-savvy professional to support operational excellence across reporting, systems administration, project management, and automation. This role serves as a key partner to multiple stakeholders, helping drive process improvements, support critical business systems, and deliver insights that enable informed decision-making.

 

Day-to-Day Responsibilities

  • Manage and support multiple projects, ensuring stakeholders are informed of progress, risks, and key milestones.
  • Create and maintain reports, dashboards, and analytics that provide insights into operational performance and trends.
  • Support Salesforce and other business systems, including updates, troubleshooting, and user support.
  • Assist with the implementation and testing of a new CRM platform for tickets, chats, and calls.
  • Coordinate testing efforts in secure environments, validating functionality and ensuring security requirements are met.
  • Manage and support integrations between various business systems and tools.
  • Provide real-time support, maintenance, and troubleshooting for automation tools and bots.
  • Document processes and help train team members on system and automation best practices.
  • Partner with leadership and stakeholders to identify opportunities for process improvements and increased efficiency.

 

Required Qualifications:

Education:

  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

Work Experience:

  • Ability to work effectively in a diverse work group; ability to lead in a matrix environment and at a distance (virtually)
  • 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
  • 3 years minimum related work experience
  • Proficiency with Microsoft Office software and product planning tools.
  • Familiarity with Project Management methodologies
  • Track record of establishing priorities and deadlines.
  • Experience managing projects from start to finish
  • Experience in a consulting environment.
  • Experience with data, reporting and dashboarding.
  • PMP certification, or equivalent, or completed work towards PMP certification, or equivalent.
  • Some tax or financial background.

 

Preferred Qualifications:
  • Experience in a consulting environment.
  • Experience with data, reporting and dashboarding.
  • PMP certification, or equivalent, or completed work towards PMP certification, or equivalent.
  • Some tax or financial background.
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: $62,800.00 - $94,200.00/Yr.

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MR

Marcus Rivera

Chief Revenue Officer

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