H&R Block

• Perform research and analysis on federal and state tax law changes
• Utilize Tax Institute interpretations as a starting point for tax law analysis when available
• Assess the impact of new and changing tax laws on clients and stakeholders
• Research and interpret tax form changes and regulatory updates when Tax Institute guidance is unavailable
• Create clear, accurate, and user-friendly tax content for multiple audiences
• Review content for technical tax accuracy and consistency
• Partner closely with the Content Team to ensure information is relevant, helpful, and aligned with business needs

Associate Regulatory Tax Analyst, Seasonal

Product Manager

• Drive product discovery, strategy, and delivery for experiences across the tax preparation journey
• Partner with engineers, designers, researchers, and business stakeholders to solve customer problems
• Prioritize opportunities using customer insights, data, and business objectives
• Define requirements and guide products from idea through launch
• Measure outcomes and continuously improve the client experience
• Evaluate and integrate industry-leading AI tax preparation capabilities across H&R Block’s end-to-end client journey

Product Manager, Tax Prep Automation

• Understand clients' financial goals and identify potential tax savings
• Plan clients' financial futures and inform them about relevant H&R Block products and services
• Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being
• Conduct virtual tax interviews for retail and DIY online clients using video, phone, chat, and email
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
• Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities
• Provide ethical and credible tax advice
• Handle sensitive information confidentially and with integrity
• Keep current with tax laws, tools, and technology
• Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience
• Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals
• Perform other duties as assigned

Virtual Fulfillment Tax Professional

• Prepare and review federal, state, and local tax returns
• Support tax planning efforts to optimize tax liabilities and support long-term financial goals
• Analyze balance sheets and income statements to identify tax implications and savings opportunities
• Manage double-entry bookkeeping, general ledger reconciliation, and regulatory reporting
• Use QuickBooks, Xero, ACS, UltraTax, and other financial software
• Assist with budgeting, financial analysis, and asset management
• Maintain documentation of tax transactions, account reconciliations, and audit trails
• Support audit activities and ensure compliance with tax laws and regulations
• Mentor and guide team members through knowledge sharing, skill development, and professional growth
• Support continuous improvement initiatives

Associate Tax Strategist

Onboarding Specialist

• Execute delivery of a defined roadmap for Onboarding initiatives enabling assisted tax clients to provide data and documents to H&R Block and have successful tax engagements
• Ensure successful execution and delivery of assigned features within large-scale products
• Organize necessary resources through planning ceremonies
• Support the product backlog while managing scope, schedule, quality, costs, resources, and risks
• Write detailed user stories and requirements with acceptance criteria translatable into automated tests
• Lead product ceremonies for cross-functional product squads using modern SDLC best practices and methodologies
• Create psychological safety for innovation and foster team ownership
• Coordinate activities and report regularly to the product team and leadership
• Conduct team retrospectives and drive resulting actions
• Use WalkMe, LaunchDarkly, or Adobe Target to conduct tests and experiments
• Use data to evaluate and adapt strategies based on test results and measurable outcomes
• Ensure the quality of features delivered by the trio and achieve defined OKRs
• Collaborate with engineering, design, and business teams for alignment and integration
• Develop product management competencies and adjacent Agile, Lean, and DevOps functions

Product Manager – Onboarding

Operations

• Own the day-to-day management and evolution of H&R Block’s brand governance model
• Ensure consistent application of brand standards across the enterprise
• Advise cross-functional teams on brand standards, messaging, visual identity, and best practices
• Monitor marketplace and internal executions to identify opportunities to strengthen brand consistency and effectiveness
• Develop and lead programs that educate, equip, and inspire associates to understand and activate the H&R Block brand
• Create training materials, workshops, onboarding resources, and self-service tools
• Build scalable systems and resources that enable teams to create brand-aligned work independently and efficiently
• Support the development and evolution of brand standards as customer needs, business priorities, and market conditions evolve
• Support planning and execution of select brand initiatives
• Coordinate internal activation programs that engage associates and build pride, advocacy, and connection to the brand

Brand Operations & Enablement Manager

Brand Manager

• Champion the evolution and activation of H&R Block's brand strategy, positioning, and platform
• Help shape messaging frameworks, strategic narratives, and communication priorities
• Establish clear measurement frameworks for brand health and activation performance
• Lead development of enterprise brand activations, tentpole programs, partnerships, sponsorships, and cultural moments, connecting paid, earned, and owned efforts
• Support development of thought leadership, community programs, and cause-related initiatives
• Lead the systems, processes, tools, and governance that enable effective brand management and enterprise consistency
• Partner with Internal Communications, HR, and enterprise leaders to embed the H&R Block brand throughout the associate experience
• Coach, develop, and inspire a high-performing team
• Foster a culture of strategic thinking, collaboration, curiosity, and accountability
• Collaborate with GTM, Content, Creative, Communications, Media, Product, Lifecycle, Customer Experience, Research, and other teams to translate brand strategy into integrated programs and measurable business impact
• Oversee a team responsible for brand activations, strategic partnerships, brand governance, and operational excellence

Senior Marketing Manager, Brand Programs – Activations

Manager

• Lead a district of approximately 32 H&R Block retail tax offices through a team of 7–8 Area Experience Leaders
• Translate regional and enterprise priorities into clear actions for consistent, high-quality client experiences, associate engagement, and business results
• Coach, develop, and hold Area Experience Leaders accountable for client experience, associate engagement, workforce readiness, local growth, operational execution, and business results
• Reinforce consultative service expectations using client feedback, field observations, and office-level insights
• Use client, associate, workforce, and business insights to prioritize actions, remove barriers, allocate resources, and close performance gaps
• Build and execute district talent plans supporting hiring, development, retention, succession readiness, leadership capability, and workforce readiness
• Ensure offices meet standards for compliance, labor management, workforce execution, facilities, standard operating procedures, technology adoption, and day-to-day operations
• Create a connected, high-performing district culture focused on client service, growth, engagement, recognition, feedback, continuous learning, and accountability
• Partner with Area Experience Leaders to execute local growth plans, strengthen community presence, attract and serve more clients, and grow market share
• Lead adoption of regional and enterprise priorities by aligning resources, strengthening partnerships, communicating expectations, and driving follow-up
• At H&R Block, support the company's mission of providing tax help and inspiring confidence through human expertise and digital innovation

District Experience Manager

Project Manager

• Lead operational analytics and business insights, including collection, analysis, tracking, and reporting of operational, performance, and engagement data
• Develop dashboards, reports, and recommendations to support strategic business decisions
• Manage projects from planning through execution, including timelines, milestones, deliverables, stakeholder communications, risks, and dependencies
• Create, maintain, and improve SOPs, process documentation, operational resources, and knowledge management tools
• Partner with leadership on engagement, recognition, and retention initiatives
• Gather associate feedback, monitor engagement trends, and implement improvement strategies
• Develop and execute communication strategies covering business priorities, operational updates, organizational changes, and key initiatives

Senior Project Manager, Greenlight Tax Advisor Operations

ServiceNow

• Design, develop, configure, and maintain applications and solutions on the ServiceNow platform
• Collaborate with business stakeholders, product owners, and technical teams to understand requirements and translate them into effective technical solutions
• Develop workflows, integrations, service catalog items, automation solutions, and custom applications using ServiceNow platform capabilities
• Configure and support ServiceNow modules, including ITSM, Employee Center, Service Catalog, CMDB, Discovery, and other platform capabilities
• Create and maintain integrations with enterprise systems using REST, SOAP, Integration Hub, and other ServiceNow integration technologies
• Perform unit testing, support user acceptance testing, and resolve defects throughout the development lifecycle
• Participate in technical design discussions and recommend solutions aligned with ServiceNow best practices and platform standards
• Conduct code reviews and provide technical guidance to developers
• Collaborate with offshore development teams to clarify requirements, review deliverables, and ensure successful implementation
• Troubleshoot and resolve complex platform, integration, and application issues
• Support platform upgrades, releases, and ongoing maintenance activities
• Identify opportunities to improve automation, efficiency, user experience, and operational processes through ServiceNow capabilities
• Document technical designs, configurations, and implementation details
• Mentor junior developers and share knowledge of ServiceNow development practices and emerging platform capabilities

Senior ServiceNow Developer

Full-stack Engineer

• Design, develop, and maintain software components and products supporting H&R Block business applications
• Serve as the lead role for day-to-day functional tasks, developer support, and maintaining the development environment
• Develop new product features and maintain product functionality and enhancements
• Create and execute unit tests and address defects
• Collaborate with Quality Assurance, User Experience, and related teams on requirements and approach
• Assist in planning and implementing strategic product direction
• Identify product design features supporting scalability, usability, and performance
• Drive technical design and code reviews for development work
• Translate complex business and functional requirements into technical specifications and product requirements
• Mentor and coach team members on current technology and consistent best practices

Senior Software Engineer

General Counsel

• Advise H&R Block, Inc. and its subsidiaries on complex legal issues
• Coordinate with internal clients and internal and external attorneys
• Lead internal legal strategy for the Acquisitions & Development program
• Direct transaction legal due diligence
• Advise internal operations teams on legal and business issues arising during transactions
• Draft and negotiate purchase agreements and related transaction documents
• Shape post-closing integration activities and pre-litigation dispute resolution
• Provide legal advice to senior officers and the board of directors on mergers and acquisitions, strategic initiatives, and corporate transactions
• Advise the finance department on legal and corporate governance aspects of corporate tax-related activities
• Serve as a subject matter expert on domestic and international governance structures, financing activities, and strategic initiatives
• Advise on sustainability and corporate responsibility reporting frameworks and standards
• Partner with Investor Relations and Accounting teams to identify sustainability-related risks and opportunities
• Enable reporting in Corporate Social Responsibility Reports, proxy statements, and other filings
• Advise on periodic SEC reports and public financing-related matters
• Manage outside counsel on strategic transactions
• Adapt to evolving business, regulatory, and strategic priorities

Corporate Counsel – M&A

• Partner with Marketing, Program Operations, workflow managers, and cross-functional stakeholders to translate Marketing's operating model and processes into the work management platform ecosystem
• Operationalize governance standards, including workflows, intake processes, taxonomies, permissions, templates, data structures, and reporting
• Design, configure, and optimize scalable platform functionality for Marketing planning, prioritization, execution, and measurement
• Steward Marketing's planning, portfolio, and capacity-related data models
• Enable frameworks, functionality, standards, and data requirements for capacity, demand, throughput, priorities, risks, and portfolio health visibility
• Partner with Technology teams and platform vendors on integrations, upgrades, enhancements, and optimization initiatives
• Lead platform adoption, training, communication, and change management efforts
• Evaluate and implement workflow automation and AI-enabled capabilities
• Socialize platform-enabled processes, governance expectations, and ways of working across teams and lines of business
• Advise Marketing leadership on platform investments and capability development

Platform Operations Director

Financial Planning and Analysis

• Develop, communicate, and implement the company’s strategy related to consumer credit
• Guide Product Managers and cross-functional teams in identifying customer problems, designing and developing solutions, and delivering impactful product experiences
• Collaborate with other product teams to develop the overall financial services product portfolio
• Stay updated on industry trends and potential partners to offer innovative, low-risk products
• Partner with Risk, Operations, Compliance, Finance, Marketing, and Data Science teams to develop and improve consumer lending products
• Analyze product and portfolio performance by consumer segment to identify improvement areas
• Make credit and pricing recommendations to optimize acceptance rates, minimize losses, and increase profitability
• Work with Risk teams to develop and review underwriting models using traditional and alternative data sources
• Manage credit risk performance across lending products, internally and with third-party partners
• Communicate business and product performance, credit issues, and recommendations to executive teams and bank partners
• Report to the Vice President – Financial Services and serve as part of the product leadership team

Director, Financial Services – Credit

• Apply accounting principles to analyze financial information and prepare financial reports
• Prepare corporate entity, partnership, personal, and business income tax returns
• Prepare statements for audits
• Prepare, submit, and manage tax statements and returns for businesses and clients
• Provide advice on financial and tax matters
• Mentor and guide peers through knowledge transfer and skill development
• Foster and enhance continuous improvement initiatives
• Process financial information and materials in compliance with reporting requirements
• Prepare tax statements, financial statements, and BAS statements at required intervals
• Create and return statements and documents to clients by set deadlines
• Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
• Identify opportunities to minimize tax liability through deductions and credits
• Engage regularly with clients and maintain strong relationships
• Stay current with federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
• Research the financial landscape and market trends
• Assist with month-end, quarter-end, and year-end account analysis
• Validate subsystem and interfaced data accuracy and completeness
• Process subsystem or subsidiary interfaces and resolve identified issues
• Provide guidance and assistance to Associate Tax Strategists