H&R Block

Role Description At H&R Block, the Director, Brand Media plays a critical role in how we show up in the market—bringing our brand to life through high-impact, large-scale media experiences that drive awareness, consideration, and new customer growth. This leader owns the strategy and execution of brand-building media across channels including TV, streaming, gaming, audio, out-of-home (OOH), and custom partner integrations. The role sits at the intersection of brand and performance—balancing creativity and storytelling with disciplined, data-driven decision-making. Success in this role means delivering efficient reach and frequency across priority audiences while driving measurable increases in new customer traffic across all channels—retail, digital, and app. You’ll have the opportunity to: - Shape how one of the most recognized brands shows up in the market - Lead high-visibility media investments across a national footprint - Combine storytelling, media innovation, and performance accountability - Work closely with brand, creative, analytics, and business leaders across the organization Day to Day You’ll... - Define and lead brand media strategy to drive awareness and consideration across enterprise priorities - Own integrated media planning and activation across TV, streaming, gaming, audio, OOH, and custom brand partnerships - Design and optimize reach and frequency strategies to maximize audience impact and media efficiency - Drive new customer growth by delivering measurable increases in walk-ins, calls, app engagement, and .com traffic - Partner with Analytics to measure impact and continuously improve media performance through data and insights - Lead external media agencies and partners, ensuring high-quality execution, innovation, and value - Collaborate cross-functionally with Brand, Creative, Performance Marketing, Product, and Retail teams to deliver cohesive, integrated campaigns - Build and develop a high-performing team, fostering accountability, growth, and strong execution Qualifications - Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience - 10+ years of experience in media strategy, planning, or marketing, including deep expertise in brand media - Proven experience managing large-scale, multi-channel media investments (TV, streaming, audio, OOH, etc.) - Experience delivering both brand impact and measurable business outcomes, especially customer acquisition - Strong understanding of media measurement, attribution, and marketing performance frameworks - Experience leading agencies and cross-functional teams in complex, matrixed environments - Ability to balance creative thinking with analytical rigor to drive business results Benefits - 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) - Employee Assistance Program - (Virtual) fitness center programs - Associate discount program - Automatically enrolled in Business Travel Accident Insurance - Receive Associate Tax Prep benefit Pay Range The pay range for this position is $132,200.00 - $224,700.00/Yr. 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. Equal Opportunity Employer H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.

Role Description At H&R Block, the Marketing Vice President, Digital Experience & Martech owns the digital infrastructure and data ecosystem that enable growth, conversion, personalization, and measurable performance across our digital properties. This role is infrastructure and enablement, not campaign execution: you will build the foundations that make experiences measurable, experimentation repeatable, personalization scalable, and digital performance continuously improvable across channels. This role reports to the Chief Marketing Officer. As Marketing Vice President, Digital Experience & Martech, you will lead the systems, infrastructure, and operating model that power end-to-end digital performance, including: - Conversion optimization - Experimentation - Measurement - Marketing technology - First-party data enablement - Personalization You’ll have the opportunity to: - Operate at enterprise scale with visible impact on digital growth, conversion, and personalization enablement - Partner with senior leaders across Marketing, Technology, Data, and the enterprise to modernize the digital ecosystem - Shape the operating system behind how digital experiences are measured, tested, and improved over time Day to day, you’ll… - Own end-to-end digital conversion performance across digital properties, ensuring UX, conversion architecture, measurement, data foundations, and martech operate as a unified system. - Identify and remove friction across the full funnel by improving user experience, conversion paths, form experiences, lead capture infrastructure, measurement continuity, and downstream data handoffs. - Establish experimentation as a core operating model by setting standards for test velocity, quality, prioritization, governance, and documented learning. - Ensure major experiences and campaigns are testable and measurable by partnering with channel leaders to enable clean instrumentation, clear success metrics, and repeatable optimization. - Own digital experience infrastructure across site properties, including instrumentation, experimentation enablement, lead capture architecture, and platform integrations that support measurable growth. - Define the marketing technology vision and roadmap aligned to business growth, and ensure the stack is integrated, scalable, effectively adopted, and delivering measurable value. - Oversee tagging, measurement infrastructure, and data flow to ensure instrumentation accuracy, trustworthy reporting, consistent event definitions, and reliable attribution. - Ensure reliable integration and flow of customer, behavioral, and marketing data across platforms to support measurement, personalization, and operational scalability. - Own first-party data strategy and customer data architecture, ensuring a unified, accessible customer view across systems. - Enforce data governance, quality, consistency, and compliant activation so teams can operate with confidence and trust in the data. - Drive a personalization roadmap tied to business impact, enabling activation across websites, campaigns, and lifecycle channels through integrated data, technology, and experience systems. - Accelerate adoption of artificial intelligence tools and automation where they create leverage, improve speed, and increase measurable impact. Qualifications - Bachelor’s degree in Business, Marketing, Operations, or a related field; MBA or advanced degree preferred (or equivalent progressive leadership experience) - 15+ years of progressive leadership experience across digital experience, marketing technology, data foundations, analytics, digital infrastructure, or related domains - Ownership of conversion outcomes across large-scale digital properties, with a track record of measurable performance improvement - Accountability for measurable improvements in conversion performance, data integrity, instrumentation quality, martech effectiveness, and personalization enablement - Experience leading experimentation programs at scale, including operating model design, governance, prioritization, and measurable test impact - Experience building and running integrated marketing technology ecosystems, including roadmap ownership, platform integration, cross-system data flows, and cross-team adoption - Establishment of measurement and tagging governance that improves data integrity, instrumentation accuracy, attribution confidence, and reporting trust - Design of customer data architectures that enable first-party data activation, a unified customer view, scalable personalization, and cross-channel enablement - Effective partnership across marketing, technology, data, product, engineering, and legal/privacy teams to deliver outcomes through shared systems - Experience leading and developing multidisciplinary teams with clear standards, operating rhythms, and accountability for outcomes Requirements - Experience implementing or scaling personalization capabilities across websites, campaigns, lifecycle channels, and customer journeys tied to measurable business impact - Experience advancing artificial intelligence-enabled tooling, automation, and intelligent workflows within marketing systems to increase leverage, speed, and effectiveness - Experience designing governance models for customer data quality, consistency, platform integration, and compliant activation across ecosystems Benefits - Competitive compensation - Medical and prescription drug coverage - H&R Block Retirement Savings Plan (401(k) Plan) - Employee Assistance Program - (Virtual) fitness center programs - Associate discount program - Business Travel Accident Insurance - Associate Tax Prep benefit Company Description Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.

Role Description At H&R Block, your contributions will go far beyond any job description. When you join our team, you’ll add to the momentum of a forward-thinking company – one that defined an industry and is now leading its transformation. The Product Support & Insights Team advocates for our clients and Tax Professionals, possesses comprehensive knowledge of their behaviors and requirements, and utilizes data-driven insights to enhance H&R Block’s service experiences. This approach reinforces our servicing capabilities as a vital component of our value proposition. As the Product Support Manager, Tax Pro Experience, you will champion the Tax Pro user journey across Assisted products and tools. This role ensures Tax Pros can efficiently serve clients through intuitive workflows, operational readiness, and proactive advocacy. This role is the voice of the Tax Pro and focuses on reducing friction in the tools and experiences Tax Pros rely on every day. Qualifications - BS/BA in related field or the equivalent through a combination of education and experience - 5+ years experience in product support, operations, or contact center environments, including experience supporting retail or field-based teams - Proven ability to use support insights, case data, and frontline signals to drive measurable improvements in experience, contact demand, and workflows. - Deep product support experience in a consumer technology organization. - Industry thought leadership as you stay up to date of new technologies, customer trends and expectations, and competitive insights - Experience with contact center technologies, processes, and measures along with how they drive client experience - Exceptional communication and collaboration skills, along with a comfort working and leading in a cross-functional environment - Creative and inspiring leadership skills that support learning with a bias for action and accountability while building and maintaining strong relationships - The ability to think strategically and tactically with a persistent problem-solving mentality Requirements - Identify and prioritize top Tax Pro workflow, process, and tooling friction points using case data, CES feedback, and frontline signals, aligned to contact rate and experience outcomes. - Lead resolution of high-impact Tax Pro issues end to end by defining clear problem statements, ownership, and timelines, and partnering with Product, Technology, and Operations to drive fixes. - Reduce escalation volume and time to resolution through structured incident management and consistent cross-functional engagement. - Own and operationalize voice-of-tax-pro insights by establishing repeatable feedback loops and translating insights into prioritized actions. - Drive measurable improvements in Tax Pro efficiency and confidence by ensuring adopted changes result in reduced repeat contacts and improved workflows. - Reduce repeat contacts and escalations by analyzing and addressing root causes of Tax Pro friction. - Prepare support teams for tax software changes, releases, and known issues by delivering clear guidance, documented workflows, and escalation paths that enable consistent execution. - Ensure high operational readiness for major releases by proactively identifying risks, aligning partners, and closing gaps that impact Tax Pro experience and contact demand. - Improve first-time resolution and reduce repeat contacts by equipping teams with timely updates, known issue visibility, and decision support tools. - Standardize readiness processes and documentation to drive consistency across field and support teams and reduce variation in execution. - Improve handoffs between field teams and support teams by standardizing workflows, clarifying ownership, and ensuring consistent documentation and escalation paths. - Partner with Product, Technology, and Operations to represent Tax Pro needs in roadmap, launch planning, and prioritization decisions based on frontline data and operational impact. - Drive adoption of insights and recommendations by defining clear actions, owners, and success measures tied to CES, contact rate, and workflow improvements. - Influence product and process decisions by surfacing real-world CCO, client, and Tax Pro impacts and advocating for changes that reduce contact demand and improve experience. - Establish clear accountability and escalation paths across partners to improve decision speed and ensure consistent follow-through on high-impact issues. Benefits - Competitive compensation and benefits to support your health and well-being. - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit.

Role Description The Talent Development Manager is at the center of how we grow our leaders and strengthen our organization. This role connects business strategy to people development—designing impactful learning experiences, building critical capabilities, and helping leaders perform at their best. Through strong partnerships, innovative solutions, and a focus on measurable outcomes, this role directly shapes the future of our talent and the success of our business. Day to day, you will: - Partner with leaders and HR to translate business priorities into scalable talent development strategies that build critical capabilities. - Design and deliver high-impact learning experiences using modern, blended approaches that strengthen leadership and performance. - Lead and develop a team to execute against priorities, ensuring quality, alignment, and continuous improvement. - Act as a strategic consultant to diagnose performance gaps and implement solutions that go beyond traditional training. - Measure and optimize impact using data and insights to continuously improve programs and inform future strategy. Qualifications - Bachelor's degree in a related field or the equivalent through a combination of education and related work experience. - 8+ years of related work experience. - Progressive experience in talent development, leadership development, or organizational effectiveness, including consulting, design, and delivery of scalable development solutions to deliver measurable business and capability outcomes. - Experience leading and developing talent development professionals required. - Strong consulting, influencing, and stakeholder management skills, with demonstrated ability to build relationships and partner effectively with leaders at all levels. - Excellent facilitation and presentation skills, with the ability to engage diverse audiences and drive meaningful discussions. - Experience designing and delivering blended learning solutions, including digital, instructor-led, and experiential development approaches across leadership, career development, and professional skills. - Familiarity with modern learning design methods (e.g., design thinking, learner-centered design) and relevant certifications preferred. - Experience leveraging learning technologies and platforms (e.g., LMS, content management systems, virtual learning tools) to design and scale development solutions. - Demonstrated understanding of adult learning principles and modern learning practices, including learner experience design and digital content creation. - Knowledge of current trends and best practices in leadership development, organizational development, and talent development, with the ability to translate external insights into practical, business-relevant solutions. Requirements - Experience designing and delivering leadership development solutions in complex or enterprise environments, including high-impact, cohort-based or experiential programs. - Advanced degree in Organizational Development, Adult Learning, Leadership, Business, or a related field. - Experience partnering with senior leaders, HR business partners, and cross-functional teams to design and implement development solutions that drive organizational change and performance improvement. Benefits - 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). - Employee Assistance Program. - (Virtual) fitness center programs. - Associate discount program. - Automatically enrolled in Business Travel Accident Insurance. - Receive Associate Tax Prep benefit. Pay Range The pay range for this position is $101,200.00 - $161,900.00/Yr. Local minimum wage laws apply. 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.

Role Description At H&R Block, our vision is to empower financial freedom for our clients through trust and technology. We’re building what comes next: AI-native, year-round experiences that go beyond “tax moments” to redefine how consumers engage with Block. We’re hiring a Lead Product Designer for the Experience Strategy team to operate like a product innovation lab – rapidly designing and validating new value propositions, then launching experiments. This is a senior individual contributor role for a designer who aligns organizations through prototypes, not presentations. You’ll work as an enterprise-level catalyst with Product, Engineering, Data Science/AI, and Customer Insights to bring Horizon 2 and Horizon 3 ideas to life—new products and disruptive innovations that can make old models obsolete. Day to day, you'll: - Create high-fidelity prototypes to communicate a clear vision, align stakeholders, and accelerate decision-making across the team. - Identify and shape new opportunity areas by combining continuous discovery habits, tech trends, and consumer behaviors into testable concepts (Horizon 2 & 3 discovery and concept development). - Drive rapid experimentation cycles, partnering closely with engineering and product delivery teams to move ideas from concept to testing (0-1 Pilot Execution). - Actively prototype with LLMs, agents, and AI-driven workflows to explore new interaction models and service experiences, while defining differentiators that are uniquely Block. - Collaborate deeply across Product, Engineering, Data Science/AI, Customer Insights, and Field Operations to translate insights into prototypes, experiments, and pilot-ready experiences. - Contribute to a year-round testing and learning approach that supports Block Next growth strategies, including elevating client experience, evolving the operating model, and transforming product, design, and engineering capabilities. Qualifications - 8+ years in product design, experience design, or related roles, with proven 0→1 delivery and pilot/launch experience. - Advanced ability in no-code, low-code, and AI-assisted prototyping to simulate full product experiences quickly and credibly. - Hands-on experience prototyping with modern AI capabilities (LLMs, agents, automation workflows) and designing responsible, differentiated AI-powered experiences. - Ability to design end-to-end experiences across touchpoints, spanning digital products and service ecosystems. - Strong storytelling via prototypes and design narratives to align executives and teams. - Strong habit of grounding design in customer empathy and understanding. - Bachelor's degree in design, research, HCI or related field. Benefits - Competitive compensation and benefits to support your health and well-being. - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program and (virtual) fitness center programs. - Associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit. Company Description Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.

Role Description As a Designer, you’ll contribute to shaping thoughtful, user-centered digital experiences that balance creativity with business impact. You’ll work closely with cross-functional partners to solve customer challenges, bring ideas to life through modern design, and continuously refine solutions using feedback and data. This role is ideal for someone who is curious, collaborative, and passionate about simplifying complex problems while delivering polished, high-quality work. Day to day, you'll: - Support the direction of the Lead Designer while pushing for new thinking. - Identify and define feature-size unsolved customer problems. - Incorporate modern, premium design and technology trends, owning medium-size projects with direction from the Lead Designer. - Participate in design workshops, incorporate input from the business, communicate conceptual ideas and design rationale, outline responsive design for digital experiences, and work closely with the Enterprise Capabilities (Block Design System) and brand teams to achieve consistency at scale. - Maintain our brand’s integrity while amplifying our story, and support usability and accessibility for our customers. - Gain a deep understanding of the brand and business. - Understand the user journey and remove client pain points. - Strive to educate our customers about our brand and services, driving higher results on metrics such as conversion rates, login, and customer engagement. - Incorporate testing, insights, and data to iterate specific features and tools within a user flow and help integrate them into the main experiences. - Partner with Product Managers, Engineers/Developers, Analytics, and Content Strategists to define problems and goals, map user flows, prototype interactions, and launch new products and services. - Work with our content authors to create a governance strategy for components, pages, and holistic site experiences by identifying patterns, naming conventions, and usability throughout each aspect of design. - Create compelling presentations and design documentation that communicates your outcomes. Qualifications - Bachelor's or equivalent degree in Design, Human-Computer Interaction, or equivalent professional experience within the design field. - 3-5 years of digital/product design experience for agency or brand. - Experience designing digital products and systems from mobile to desktop. - Enthusiasm for the iterative design process, inspired by group critique. - Curious, open-minded, and ego-free. You have a growth mindset. - Excels at finding creative ways to get things done effectively and collaboratively. - Strong attention to detail and process. - Experience working in Figma and Adobe Creative Cloud. - Draw creative inspiration beyond websites, apps, and interfaces. - A passion for simplifying complex problems and understanding users’ needs. - Comfortable working with partners in business and marketing roles. Benefits - Competitive compensation and benefits to support your health and well-being. - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program and (virtual) fitness center programs. - Associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit. Company Description Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.

Role Description H&R Block is looking for a Senior Content Designer to reinvent our digital experiences empowering customers. The Senior Content Designer is an essential role in transforming our brand from seasonal tax prep to a year-round financial services provider. You might call yourself a content strategist, UX writer, information architect, product writer, or something else. You translate complex topics in accessible ways and report to a senior content design leader. The Customer Design team is the UX nucleus for our client experiences delivering our expertise and care every day. - Contribute end-to-end content across our products for tax prep and financial services, product support, help centers, chatbots. - Own small- to medium-size projects and product experiences with some direction from senior leaders. - Deliver content design that achieves our business strategy and solves customer problems, ensuring it is clear and engaging. - Support the direction of the senior content design leader while pushing for new thinking. - Use AI to accelerate your work and be a thoughtful advocate for improving the use of AI across the design process. - Advocate for the customer through human-centered design methods, ensuring our products speak their language and meet their needs. - Immerse yourself in research to develop deep customer empathy. - Advance a strong point of view, backed up by personal expertise, design rationale, customer data, and industry trends. - Conceptualize a broad spectrum of ideas and then narrow based on experimentation and customer research. - Participate in design reviews and critiques and help all designers strengthen their skills in content design. - Partner with Product Management to push for customer-centric, personalized content; partner with IT leaders to operationalize delivery and modernize our systems. Qualifications - 5+ years of UX writing experience working as part of a Content Strategy or UX writing team. - Bachelor’s degree in English, Journalism, Liberal Arts, or relevant work experience. - Deep knowledge of content strategy and design principles and methods. - Curiosity and commitment to new ideas and innovating to drive business results. - Powerful communication and presentation skills. - Strong understanding of storytelling and conversation techniques. - Experience working as part of a multidisciplinary product design or UX team. - Experience crafting content using design tools such as Figma. - A passion for simplifying complex problems and understanding customer needs. - A dazzling portfolio demonstrating your strong writing craft and collaborative process. Benefits - Competitive compensation and benefits to support your health and well-being. - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit. Pay Range The pay range for this position is $73,400.00 - $110,100.00/Yr. Local minimum wage laws apply. 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.

Role Description At H&R Block, we are in search of people with bold ideas who want to make a difference and help transform the company. The Strategy Manager will play a key role in defining the growth agenda for H&R Block. You will collaborate with cross-functional teams to assess and execute on strategic projects and evaluate new growth opportunities. This role provides exposure to a range of senior business and functional leaders. - Develop insights and strategic perspectives on new opportunities, with a focus on digital innovation and business transformation. - Help build and scale new business initiatives by identifying and executing on high-potential opportunities. - Formulate and test hypotheses related to growth strategies, market opportunities, and customer needs. - Create data-driven recommendations for senior leadership, emphasizing performance improvement and long-term value creation. - Lead and contribute to multiple strategy projects, sometimes independently and sometimes by guiding cross-functional teams. - Partner with finance and analytics teams to conduct regular and ad-hoc analyses that support decision-making. - Facilitate strategic planning cycles, monitor key performance indicators, and support stakeholder workshops. - Build strong relationships across the organization to understand challenges from diverse perspectives and drive collaborative solutions. - Prepare for Board and Executive Team Meetings. - Analyze the competitive landscape and understand emerging threats and opportunities. Qualifications - 5+ years of total work experience, including at least 2 years of experience at a top-tier consulting firm and/or corporate strategy or growth role. - Experience leading cross-functional projects and/or navigating matrixed organizations. - The candidate will also be a real person, with a sense of humor, high emotional intelligence, and a passion for working with a diverse team. - Proven self-starter who is comfortable leading teams and driving outcomes in ambiguous environments. - Experience owning and managing relationships with executives. Requirements - Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience. Benefits - Competitive compensation and benefits to support your health and well-being. - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit.

Role Description As a Training Developer, you will design, develop, and deliver impactful and cost-effective training programs that align with business goals and enhance employee performance. You'll apply adult learning principles to create engaging content for both virtual and in-person environments, conduct needs assessments, and evaluate training effectiveness. This role is key to driving continuous learning and supporting strategic initiatives across the organization. Day to day, you’ll… - Design, develop, and deliver effective training courses and performance support materials in an adult learning environment; identify learning objectives for each course and ensure courses are aligned with business unit strategic objectives. - Select appropriate instructional delivery methods and matches to intended learning objectives. - Develop training materials for synchronous and asynchronous delivery methods. - Conduct training needs assessments and job/task analysis to support ongoing development and improvement of training courses. - Modify, create, implement, and maintain learning templates for use within development tools and instructional products for intermediate-level training. - Utilize templates to implement course evaluation methods and instruments. - Utilize standard report results template to share training programs with business unit leaders. - Facilitate training, and train-the-trainer sessions for all training courses developed. - Participate in various management and operational meetings to better understand key business initiatives and develop training to support these initiatives. - Deliver/facilitate training sessions as needed. Qualifications - Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience. - At least two years’ experience in course design and development of training programs and/or two years in tax return preparation, adult education or related field(s). - Demonstrated knowledge of adult learning theory and learning styles. - Enrolled Agent, Certified Public Accountant or Attorney status (credentials regulated under Circular 230). - 3 years minimum related work experience. - Solid knowledge of tax code and regulations. Experience with tax theory, concepts, principles, and techniques. - Strong analytical skills, communication skills, and effective facilitation, and presentation skills. Ability to handle multiple tasks and projects simultaneously, establish priorities, organize and plan work. Requirements - Experience with BlockWorks or other tax preparation software to prepare and e-file tax returns. - Field experience in tax return preparation. - Instructional Design certification. Benefits - Competitive compensation and benefits to support your health and well-being. - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage. - Participation in the H&R Block Retirement Savings Plan (401(k) Plan). - Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program. - Automatic enrollment in Business Travel Accident Insurance. - Associate Tax Prep benefit. Company Description Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.

Role Description As a Remote Tax Strategist (RTS) within the Block Advisors Network, this role acts as a key extension of staff at acquisition CPA offices, delivering exceptional end-to-end client service. RTS builds strong relationships with assigned office teams and clients, developing a thorough understanding of each client's unique needs and business drivers. Responsibilities include: - Analyzing financial information - Preparing financial reports - Completing corporate, partnership, personal, and business tax returns - Managing tax statements and filings for businesses and individual clients - Ensuring compliance with relevant regulations and laws - Providing expert tax and financial advice - Supporting peer development through mentoring and knowledge sharing - Fostering improvement across processes and client service standards Day to day, you’ll: - Prepare tax statements, financial statements, and BAS statements at required intervals - Create and return statements and documents to clients by set deadlines - Prepare business income tax returns and statements for audits - Manage tax administration responsibilities required of assigned accounts 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 knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques - Assist with month-end, quarter-end, and year-end analysis of accounts for assigned lines of business - Validate the accuracy of data from subsystems - Process subsystems or subsidiary interfaces - Validate the accuracy and completeness of the interfaced data - Perform follow up and resolution of determined issues - Provide guidance and assistance to in-office Tax Strategists as needed Qualifications - Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience - Minimum of 2 years accounting experience - Minimum of 1 year business tax/entity returns experience - Experience with GAAP - Generally Accepted Accounting Principles - Mid-level knowledge of integrated online accounting applications - Mid-level effective oral, written, and interpersonal communication skills - Mid-level demonstrated critical thinking skills - Capable of handling multiple tasks and projects simultaneously - Expert demonstrated ability to meet deadlines - Mid-level familiarity with bookkeeping software, spreadsheets, and database management - Successful completion of the H&R Block Tax Knowledge Assessment, Income Tax Course or Equivalent and Tax Accountant Assessment - Enrolled Agent or licensed CPA desired - If hired without credentials, program will require Enrolled Agent licensure in the first 6 months of employment - Reimbursement for licensing cost is provided Requirements - Mid-level experience with PeopleSoft general ledger and query preferred - Mid-level knowledge of tax law and statutory regulations Benefits - Competitive compensation and benefits to support your health and well-being - Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage - Participation in the H&R Block Retirement Savings Plan (401(k) Plan) - Employee Assistance Program - (Virtual) fitness center programs - Associate discount program - Automatic enrollment in Business Travel Accident Insurance - Associate Tax Prep benefit Company Description Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey.