Project Manager, Technology Integration at H&R Block in US-MO-KANSAS CITY

Job description

• The Project Manager, Technology Integration is responsible for the successful onsite deployment, implementation, and stabilization of technology hardware and end-user technology environments within newly acquired CPA, tax and accounting firms . This individual contributor serves as the primary technology integration resource during the acquisition process, ensuring acquired offices are fully operational, connected, and aligned with enterprise technology standards.
• Working closely with Acquisitions & Development, Information Technology, Information Security and local office leadership, the Project Manager, Technology Integration supports all post-close phases of technology integration, from Day 1 readiness, hardware deployment, user enablement, and post-integration stabilization.
• This role requires extensive travel and a hands-on approach to installing, configuring, troubleshooting, and coordinating technology solutions that enable associates to quickly transition into the organization's technology ecosystem while minimizing business disruption.

Responsibilities

• Partner with Acquisitions & Development, IT, and integration teams to assess technology environments within prospective acquisitions
• Participate in due diligence activities related to IT
• Document existing hardware inventories and technology risks
• Develop technology integration plans and Day 1 readiness requirements
• Coordinate equipment procurement and logistics activities
• Travel onsite to newly acquired offices to execute technology integration plans
• Coordinate and perform IT hardware deployment and installation
• Validate connectivity to enterprise systems and applications
• Ensure all associates have necessary access to required business platforms and collaboration tools
• Coordinate with centralized IT support teams to resolve deployment issues
• Verify technology environments are operational prior to business-critical activities
• Provide hands-on technology orientation to newly acquired associates
• Train users on: Standard hardware configurations, Collaboration tools, Communication platforms, Security requirements, Basic troubleshooting procedures
• Serve as the primary onsite technology resource during integration activities
• Assist associates with technology adoption and transition challenges
• Coordinate escalation of complex issues to appropriate support teams
• Monitor technology performance following deployment
• Conduct follow-up assessments to ensure successful adoption
• Troubleshoot hardware and connectivity issues
• Support office leadership with technology-related operational concerns
• Maintain issue logs and track resolution activities
• Participate in post-acquisition review meetings and lessons learned sessions
• Ensure all deployed technology complies with company security, compliance, and operational standards
• Support Information Security initiatives and device governance requirements
• Maintain documentation related to technology deployments and inventory tracking
• Identify opportunities to improve integration processes, deployment standards, and user experience.
• Contribute to the development of repeatable acquisition technology playbooks and best practices.

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• Ability to work effectively in a diverse work group; ability to lead in a matrix environment and at a distance (virtually)
• Ability to work effectively in a diverse work group as a member of a team
• Demonstrated decision making, analytical, and problem-solving skills
• Effective oral, written, and interpersonal communication skills with demonstrated effectiveness in presenting complex information to multiple organizational levels, with strong facilitation and presentation skills
• 3 years minimum related work experience
• Proficiency with Microsoft Office software and product planning tools
• Familiarity with Project Management methodologies
• Track record of establishing priorities and deadlines
• Experience in a consulting environment
• Familiarity with compliance (regulatory, Sarbanes-Oxley Act (SOX), etc.) and governance issues
• PMP certification, or equivalent, or completed work towards PMP certification, or equivalent
• Some tax or financial background

Skills

Required

• Microsoft Office software
• Product planning tools
• Project Management methodologies