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Project Manager, Operations and Systems

Role overview

Qualifications

  • Bachelor’s degree in a related field, or an equivalent combination of education and relevant work experience
  • Three or more years of experience with Application Programming Interfaces (APIs), system integrations, automation, or connected business systems
  • Demonstrated experience managing projects from initiation through implementation, including timelines, priorities, deadlines, and results
  • Ability to analyze data, identify trends, and translate findings into clear, actionable recommendations

Responsibilities

  • Lead multiple projects from planning through completion, ensuring timelines, milestones, risks, and stakeholder communications are effectively managed
  • Analyze operational data and trends using Microsoft Excel, case management system, and other reporting tools to identify opportunities for improvement and make actionable recommendations
  • Create and maintain reports, dashboards, and analytics that provide visibility into performance, workload trends, and business outcomes
  • Partner with stakeholders to understand operational business needs, document requirements, and translate those needs into practical solutions

Key facts

Hard skills

Other skills

  • Troubleshooting (Problem Solving)
  • Communication
  • Problem Solving
  • Decision Making
  • Consulting
  • Collaboration
  • 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

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Job description

About the Role:

In this role, you will lead projects that improve how work gets done, strengthen the technology that supports our teams, and turn data into meaningful business recommendations. This position sits at the intersection of Project Management and Business Analysis within the operations department. You'll partner with leaders, technology teams, vendors, and operational stakeholders to identify opportunities, solve problems, improve processes, and deliver solutions from concept through implementation.

Day-to-Day, you'll...

  • Lead multiple projects from planning through completion, ensuring timelines, milestones, risks, and stakeholder communications are effectively managed.
  • Analyze operational data and trends using Microsoft Excel, case management system, and other reporting tools to identify opportunities for improvement and make actionable recommendations.
  • Create and maintain reports, dashboards, and analytics that provide visibility into performance, workload trends, and business outcomes.
  • Partner with stakeholders to understand operational business needs, document requirements, and translate those needs into practical solutions.
  • Support and enhance case management and operational business systems, including troubleshooting issues, coordinating system updates, and providing user support.
  • Assist with the implementation, testing, and optimization of an employee service platform that supports tickets, chat, and phone interactions.
  • Document operational processes and develop training materials that help teams adopt new tools and best practices.
  • Identify and drive process improvements that increase efficiency, consistency, and service quality.
  • Collaborate with internal and external partners to deliver projects that create measurable business value.
Required Qualifications:
  • Bachelor’s degree in a related field, or an equivalent combination of education and relevant work experience
  • Three or more years of experience with Application Programming Interfaces (APIs), system integrations, automation, or connected business systems
  • Demonstrated experience managing projects from initiation through implementation, including timelines, priorities, deadlines, and results
  • Experience gathering requirements, managing stakeholders, and balancing multiple priorities
  • Ability to analyze data, identify trends, and translate findings into clear, actionable recommendations
  • Strong understanding of how systems exchange data and support business processes
  • Ability to communicate technical concepts and project updates to both technical and non-technical audiences
  • Strong problem-solving, decision-making, facilitation, and presentation skills
  • Ability to work independently while collaborating effectively across teams
Preferred Qualifications:
  • Power BI reporting and dashboard development
  • Case management systems or customer service platforms
  • Consulting or process improvement environments
  • Human Resources operations
  • Tax, financial services, or highly regulated industries
  • Artificial Intelligence tools and platforms
  • Project Management methodologies such as Agile, Scrum, Waterfall, or hybrid approaches
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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