H&R Block · 17 hours ago
Director Records Management & Litigation Operations
KANSAS CITY, MO, US
Full-time
Onsite
Director/Executive
8+ years expH&R Block is a leader in tax preparation and financial services, and they are seeking a Director of Records Management & Litigation Operations. This role involves developing records retention policies, managing a team of litigation paralegals, and ensuring compliance with legal obligations.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Develop, implement, and maintain the company’s records retention policies, procedures, and retention schedules
Provide regular guidance to stakeholders on legal, regulatory, and internal record retention requirements, secure destruction or archiving of records, and compliance with legal hold obligations
Collaborate with other departments, including Data Science, IT, Information Security, and Legal, on the development and implementation of various data classification and other information governance policies, procedures, and initiatives
Assist in developing and providing training on the company’s records retention policies and procedures
Assist with efforts to audit compliance of the company’s records retention policies, procedures, and retention schedules
Manage a high-functioning team of litigation paralegals and coordinate with lawyers on the team to identify paralegal resources for tasks and projects, develop and document consistent protocols, create efficiencies, and facilitate teamwork, collaboration, and cross-training among paralegals
Assist with various litigation-related projects, including working with business stakeholders to monitor and help ensure compliance with legal obligations arising from settlements or other legal commitments, and assisting with detailed reviews and analyses of outside counsel invoices and spend on large-scale litigation matters
Maintain records management industry memberships and certifications and remain current on industry standards, trends, and best practices through continuing education opportunities
Contribute to team effort by timely meeting commitments and working smartly with minimal supervision
Other duties as assigned
Some travel is required
Qualification
Required
Certified Records Manager (CRM) designation from the Institute of Certified Records Managers (or equivalent training) with a four-year bachelor's degree
8-10 years of records management experience
8-10 years of experience supervising others in a work environment
Experience implementing records programs and familiarity with the electronic storage systems typically used in a large corporate environment
Detail-oriented with demonstrated analytical and problem-solving skills
Effective oral, written and interpersonal communication skills. Strong presentation skills are essential for communicating and persuading diverse audiences
Ability to design and implement complex projects in a large corporate environment by building consensus and developing practical, workable solutions
Understanding and previous use of a Windows-based computer system with proficiency in Microsoft Teams, Word, Excel, SharePoint, and PowerPoint
Preferred
10 years of records management experience
Prior experience working in a law firm or corporate legal department
Benefits
Competitive compensation and benefits to support your health and well-being
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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