Advisor, Field Planning Experience
$53.8k - $80.7kH&R Block
About The Role As an Advisor, Field Planning Experience , you will help bridge the gap between corporate teams and tax office leaders by supporting the successful implementation of operational initiatives across the organization. You will partner with leaders to drive readiness activities, support change adoption, gather feedback, and identify opportunities to improve execution. In this role, you will serve as a trusted advisor, helping translate field insights into actionable recommendations while supporting projects that strengthen operational performance and the overall client and associate experience. Day to day, you'll… Partner with tax office leaders to support operational initiatives, readiness activities, and implementation efforts Gather and synthesize feedback on processes, tools, and operational challenges to identify improvement opportunities Support project execution by validating readiness, tracking action items, and helping address barriers to success Facilitate communication between operational leaders and corporate teams to clarify expectations and resolve questions Identify and share best practices that help improve consistency and operational effectiveness across tax offices Coordinate pilot programs and testing activities by supporting participation, monitoring execution, and collecting feedback Assist with change enablement activities, including readiness resources, leader engagement, and implementation support Monitor adoption trends and operational performance to identify risks, gaps, and opportunities for improvement Maintain accurate documentation related to feedback, concerns, successes, and follow-up actions Participate in operational reviews and continuous improvement activities that support future initiatives and planning efforts Required Qualifications Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience 3-5 years experience delivering exceptional customer service in a high-volume, fast-paced environment or similar 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 $53,800.00 - $80,700.00/Yr. #J-18808-Ljbffr H&R Block
$139.23k - $163.8k
...Healthcare Treasury and Revenue Cycle Advisor reports to the Payments,... ...systems, enterprise resource planning (ERP) applications, and... ...Qualifications Extensive experience in healthcare treasury management... ...consulting, or a related field Demonstrated ability to engage...FieldFull timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week$53.8k - $80.7k
About The Role The Advisor, Field Planning Readiness serves as a key connection point between the Field Planning team and Field leadership.... ...and support adoption. The Advisor works closely with Area Experience Leaders, District Experience Managers, Regional Experience...FieldMinimum wageTemporary workWork experience placementSeasonal workWork at officeLocal area- ...investments, insurance, and long-term financial planning. You will build relationships with... ...Knowledge of Insurance and Investments Experience in finance or related industries Strong... ...Finance, Economics, Business, or a related field This is a full-time hybrid role for a...FieldFull timeRemote work
- ...provide expert guidance on retirement planning and insurance solutions, and become a trusted advisor at every stage of their lives. You'... .... Qualifications: Experience in financial planning, insurance, or a related field, with a strong understanding of financial...FieldWork at office
- ...Director of Risk Management is responsible for planning, developing, and implementing the Risk... ...in Nursing or healthcare related field preferred Registered Nurse licensed... ...Five years clinical and/or management experience in a multidisciplinary health care setting...FieldFull timeLocal areaShift work
- ...Water market and serve as a trusted advisor for clients across the water industry... ...in Engineering or a related technical field. 12+ years of experience within the water industry. Proven ability... ...design, client advisory services, planning, field services, and environmental....FieldFull timeFlexible hours
$102.4k - $179k
..., you will serve as a strategic advisor to leadership and clients, leveraging... ...acumen to influence long-term planning and operational decision-making... ...Administration, or related field preferred. 7 or more years of relevant experience required. Deep knowledge of healthcare...Field- ...expert for the firm, acting as an advisor internally and externally and... ..., sciences, construction, planning, landscape architecture or a... ...degree with equivalent experience is required. A minimum of 12... ...advisory services, planning, field services, and environmental....FieldFull timeFlexible hours
- ...know some of the best financial advisors start in entirely different... ...delivered results in another field, you may already have the... ...as you learn how to build a planning-focused practice, develop new... ...You a Great Fit Professional experience in a relationship-driven, performance...Field
- ...The Role As a year-round Block Advisor Prepare complete, accurate tax... ...hourly rate, and an incentive plan that rewards your impact as... ...Knowledge Assessment¹ 5+ years of experience in tax preparation, accounting... ..., finance, or a related field CPA or Enrolled Agent (EA), or...FieldHourly payWork at officeLocal area
- ...Summary This position is located in any field division, Office of Field Operations (FO... ...Explosives (ATF) and is responsible for planning, organizing, and developing communications... ...Minimum Qualifications Specialized experience is demonstrated experience, which has equipped...FieldPermanent employmentFull timeTemporary workPart timeWork at officeImmediate start
- ...Opportunity: Are you passionate about financial planning, eager to grow professionally, and committed to creating exceptional experiences for clients? At J BLACK FINANCIAL GROUP, we... ...Finance, Business, Economics, or a related field. Strong organizational skills with the...FieldTemporary workFlexible hours
- ..., provide expert advice on retirement planning and insurance solutions, and become a trusted advisor throughout their financial journey. Our... ...their goals. Qualifications: Experience in financial planning or a related field, with a focus on client engagement....FieldWork at office
- ...Summary of the Job: The Sr. Financial Advisor is accountable to advise affluent... ...asset management, full service financial planning and business succession planning.... ...in Business Administration or related field or equivalent experience. 3 years of experience in the investment...FieldContract workTemporary workLocal area
- ...situation; leverage financial planning technology and other tools to... .... Collaborate with Wealth Advisors, Client Services, Operations... ...to provide exemplary client experience and plan implementation. Prepare... ...Economics, Business, or related field preferred; advanced degrees...FieldWork at office
- ...Digital Campaign Manager is responsible for planning, managing, and executing integrated... ...compelling digital ad creative and landing page experiences relevant to target audiences Coordinate... ...plans that combine digital and field tactics Strong, decisive project manager...FieldWork experience placementRemote work
- ...sector, PMMO, RRB, and CAPEX. Hands-on experience with Resource-Related Billing, project profiles... ...logic, exception handling, and MRP planning. Strong problem-solving, leadership, and... ...support your efforts in the field. Seniority level Mid-Senior level Employment...FieldHourly payFull timeContract workWork from home
- Summary of the Job Senior Financial Advisor is accountable for advising affluent clients... ...management, full‑service financial planning and business succession planning.... ...in Business Administration or related field or equivalent experience. 3 years of experience in the...FieldContract workTemporary workLocal area
$70.51k - $96k
...radio station, KCUR. This position will plan and implement direction, strategies, and... ...equivalent combination of education and experience and at least 6 years of experience from which... ..., business administration, or a related field. Master's degree or professional certification...FieldFull timeTemporary workWork at officeLocal areaShift work$100k
...wealth management, including planning for retirement, education, legacy... .... Merrill’s Financial Advisors and Wealth Management Client... ...unique perspectives, ideas and experiences, helping to create a work... ...preferably in business-related field Proven ability to partner...FieldWork at officeShift workDay shift- ...perform in the real world-gaining hands-on experience across projects, technologies, and... ...ventures, consortium agreements, and execution plans for risk implications. Support risk... ...Management, Risk Management, Business, or related field required. All applicants must be able...FieldFull timeContract workPart timeWork experience placementRelocationVisa sponsorshipFlexible hours
- ...holidays. Position Summary The Wealth Advisor is responsible for developing and... ...market conditions, and financial planning concepts to empower informed... ...business administration, or a related field preferred. Minimum of 3 years of experience in investment sales, wealth...FieldContract workWork at officeLocal area
- ...deliver comprehensive financial planning to clients with significant... ...integrated into an existing advisor relationship. In addition, the... ...to provide exemplary client experience and plan implementation. Prepare... ..., Business, or related field preferred; advanced degrees are...FieldFull timeWork at officeLocal areaRemote workFlexible hours
$77k - $202k
...support provider business operations - Planning and managing project resources to achieve... ...Bachelor's degree - At least 3 years of experience What Sets You Apart - Preference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics...FieldFull timeH1b- ...delivering holistic financial planning and investment management services... ...internal teams, including tax advisors, estate planners, and... ...Qualifications Education & Experience: Bachelor’s degree in Finance, Economics, or a related field; a minimum of 3-5 years of experience...FieldLocal area
$1,000 per month
...for Annual Fund(Eyrie Fund) mailers, including planning, content coordination, timelines, and execution.... ...Qualifications Requirements Minimum of 1-2 years of experience in nonprofit fundraising, development, or related field. Bachelor’s degree required. Proficiency in...FieldFull timeWork at officeAfternoon shift- ...to develop marketing and communications plans that leverage social media. Responsible for... ...Skills: Working knowledge and real-world experience in planning, managing and executing... ...in Communication, Marketing or a related field strongly preferred. Some professional experience...Field
$67.51k - $98.23k
...previous retail Safety & Security Management experience, or at least 3-years IKEA Risk &... ...coworkers. Creates individual development plans to secure succession. Manages resource planning... ...theft and fraud, provides support to the Field Safety & Security Specialist with...FieldPermanent employmentFull timePart timeWork experience placementLocal area$19.81 - $29.83 per hour
...responsibility. Review patients' treatment plan(s) and identify if insurance benefit... ...plus Certifications/Licenses : Previous Experience (including minimum years of experience) :... ...years prior experience in the healthcare field, preferably in a clinical or business office...FieldImmediate startRemote workMonday to Friday$100k - $135k
...Marketing Campaign Manager is responsible for planning, executing, and optimizing promotional... ...and across multiple channels (field promotions, public relations, digital and... ...promotional activities and impact. Education & Experience ~ Bachelor’s Degree in Marketing,...FieldFull timeSeasonal workWork at officeImmediate startFlexible hours
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