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Lead Agent Engineer, Operations Excellence Enablement

Role overview

Qualifications

  • Bachelor’s degree in Business, Information Systems, Computer Science, Machine Learning, Engineering, or a related field, or equivalent practical experience
  • 1-3 years minimum related work experience
  • Significant experience designing and delivering enterprise automation, agent-based, or AI-enabled solutions
  • Strong understanding of automation platforms, agent technologies, integrations, and solution architecture

Responsibilities

  • Own problem-to-solution delivery
  • Work directly with business partners to understand problems, desired outcomes, and operational realities
  • Leverage deep knowledge of available automation, agent, and AI solutions to determine the most effective technical approach
  • Translate business and process needs into clear solution designs and then personally build and deliver those solutions

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:

Lead Agent Engineer, Operations Excellence Enablement 

 

Job Summary 

 

This role is both a hands-on builder and solution designer, responsible for delivering automation, agent, and AI-enabled solutions end-to-end. This role works directly with business partners to understand problems, outcomes, and constraints, then applies deep expertise across low-code platforms, engineering concepts, and AI technologies to determine and build the right solution for the problem. 

 

This role brings broad and deep knowledge of the enterprise automation and agent ecosystem and uses that expertise to design, build, and deliver solutions that are practical, scalable, and outcome-driven. While strategic in approach, this role is firmly execution-oriented and accountable for solutions being delivered into production and driving real operational impact. 

Day to day you’ll… 

 

Own problem-to-solution delivery 

  • Work directly with business partners to understand problems, desired outcomes, and operational realities 
  • Leverage deep knowledge of available automation, agent, and AI solutions to determine the most effective technical approach 
  • Translate business and process needs into clear solution designs and then personally build and deliver those solutions 
  • Own solutions end-to-end, from discovery and design through build, deployment, and optimization 

 

Hands-on solution building using low-code and engineering skills 

  • Build production-ready automation, agent, and AI-enabled solutions using enterprise low-code platforms as the primary toolset 
  • Apply engineering fundamentals, including integrations, APIs, data modeling, error handling, and performance considerations 
  • Extend or complement low-code solutions with engineering or ML capabilities when appropriate 
  • Ensure solutions are secure, scalable, maintainable, and aligned with enterprise standards 

 

Serve as the team’s solution expert 

  • Act as the subject-matter expert on the full range of automation, agent, low-code, and AI technologies available to the enterprise 
  • Advise on solution selection, architectural tradeoffs, and platform fit based on problem context and outcomes 
  • Lead solution design decisions for complex or high-impact initiatives 
  • Educate team members on new technologies and capabilities  
  • Partner with Operational Excellence Enablement and Lean Six Sigma Black Belts to align solution design to optimized processes and measurable outcomes 

 

Standards, patterns, and operational discipline 

  • Define and contribute to standards, patterns, and best practices for building and operating automation and AI-enabled solutions 
  • Ensure solutions meet enterprise expectations for auditability, monitoring, and operational support 
  • Identify opportunities to further automate standardized processes as they mature 

 

 

Required Qualifications:
  • Bachelor’s degree in Business, Information Systems, Computer Science, Machine Learning, Engineering, or a related field, or equivalent practical experience
  • 1-3 years minimum related work experience
  • Significant experience designing and delivering enterprise automation, agent-based, or AI-enabled solutions 
  • Strong understanding of automation platforms, agent technologies, integrations, and solution architecture 
  • Experience translating business and process requirements into technical designs 
  • Proven ability to work directly with business partners and technical teams to deliver outcomes 
  • Strong analytical, problem-solving, and communication skills 
Preferred Qualifications:
  • Experience partnering with Lean Six Sigma Black Belts or Operational Excellence teams 
  • Familiarity with process improvement methodologies and outcome measurement 
  • Experience with AI-enabled workflows, autonomous agents, or digital workers 
  • Background in enterprise-scale solution design and delivery 
  • Experience evaluating and piloting emerging automation or AI technologies 
  • Ability to operate as a hands-on expert while influencing solution direction across a team 
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. Sponsored Job: #LI-LJ #LI-Remote

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MR

Marcus Rivera

Chief Revenue Officer

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