Block Advisors Operations Advisor

About The Role

The Block Advisors Operations Advisor will play a pivotal role in ensuring the smooth operation of the office and business performance. The associate will be responsible for a variety of operational tasks, including managing office logistics, coordinating with departments, and supporting the integration of an acquired office into H&R Block. Additionally, this role will involve ensuring compliance with company policies, maintaining accurate records, and providing exceptional support to both the H&R Block Office Manager and office associates. This person will be responsible for assisting others with client engagement, workflow management, up to and including delivering client outcomes.

Day to day, you'll...

• Support the integration of acquired CPA offices into H&R Block operations and processes
• Partner with office leadership to drive client growth, community involvement, and business initiatives
• Oversee day-to-day office operations, ensuring teams, resources, and workflows run efficiently
• Cook with departments to support tax associates and maintain strong communication
• Manage projects, resource allocation, and issue resolution to keep operations on track
• Support and implement new processes, systems, and operational improvements
• Execute and maintain compliance with standard operating procedures (SOPs)
• Maintain accurate operational records, documentation, and reporting
• Collaborate with office leaders to ensure operational tasks are completed accurately and on time

Required Qualifications

• Strong analytical, decision-making, judgement skills and the ability to function well in a fast-paced environment with minimal supervision
• Computer proficient can use MS Office and other web-based applications/software
• Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs
• Must be capable of managing multiple tasks effectively
• Possesses experience in tax, bookkeeping, and business services field, or has worked with integration processes
• Detail-oriented with a focus on accuracy and efficiency
• 3 years minimum related work experience

Preferred Qualifications

• 3-5 years of experience in operations, including but not limited to corporations, small business services, and tax and accounting services
• 1-2 years of experience with various tax, bookkeeping, and revenue-building software systems
• Previous experience supervising associates is a plus

Pay Range

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.