H&R Block · 1 week ago
Block Advisors Operations Advisor
Rockford, IL
Full-time
Onsite
Mid Level
$63K/yr - $94K/yr
3+ years expH&R Block is a leader in tax preparation and financial services, committed to helping people and inspiring confidence in their clients. The Block Advisors Operations Advisor will ensure the smooth operation of the office, manage office logistics, and support the integration of an acquired office, while also ensuring compliance with company policies and providing operational support to associates.
ConsultingRetailService IndustryTax Preparation
Hiring Manager
Kat M.
Responsibilities
Assist Office Manager & Transformation Manager with the seamless integration of the acquired CPA office into H&R Block’s operations
Partner with Office Manager to create growth plans and client growth targets, which includes developing local partnerships and managing office community involvement
Assist in integration of the firm to Block Advisor's platforms
Ensure the office is using the appropriate network platforms to maintain client accounts and office programs
Coordinate with various departments to ensure smooth workflow and communication
Provide operational support to CPA associates, ensuring they have the resources needed to perform their duties effectively
Develop and maintain project plans, including resource assignments, risks, and issues
Collaborate closely with the Office Manager to ensure operational processes are executed both timely and accurately
Assist in the implementation of new processes and systems to improve office efficiency
Execute on Standard Operating Procedures (SOP)
Maintain accurate records and documentation related to office operations
Other duties as assigned and appropriate for the office
Qualification
Required
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
Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
3 years minimum related work experience
Preferred
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, but this role does not include people management responsibilities
Benefits
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
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Andy Phillips
Vice President - The Tax Institute at H&R Block
George Agurkis
Vice President, Government Relations
Recent News
2026-01-23
2026-01-17
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