H&R Block is a leader in tax preparation and financial services, and they are seeking an Associate Project Manager to support Project Managers in executing individual A&D deals. The role involves deal preparation, tracking milestones, coordinating with internal partners, and ensuring compliance and documentation throughout the project lifecycle.
Responsibilities:
- Support Project Managers in the end‑to‑end execution of individual A&D deals
- Perform deal preparation work using established A&D process guidelines to ensure projects are set up correctly from the start
- Complete assigned tasks across internal systems and tools to support deal progression, accuracy, and compliance
- Track deal milestones, required deliverables, and deadlines to help ensure each transaction moves forward on schedule
- Monitor deal status and proactively flag risks, delays, or missing inputs to the Project Manager
- Coordinate with internal partners (Finance, Legal, Real Estate, IT, Operations, and Field teams) to gather required information and close task dependencies
- Assist with scheduling, documentation, and follow‑up tied to deal reviews, approvals, and key checkpoints
- Maintain organized deal files and documentation to support visibility, reporting, and audit readiness
- Execute repeatable tasks consistently across multiple deals while adapting to deal‑specific complexity and timing
- Help ensure deals move timely and seamlessly by adhering to process standards, deadlines, and quality expectations
Requirements:
- Bachelor's degree in a related field, or an equivalent combination of education and relevant work experience
- 1–3 years of experience in project coordination, operations, administrative support, or a related role
- Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment
- Strong attention to detail with a high level of accountability and follow‑through
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
- Familiarity with Sales Force and SharePoint
- Experience working in virtual team environment
- Strong verbal, written, and interpersonal communication skills
- Ability to build effective working relationships with internal partners and field leadership
- A learning‑agile mindset with interest in growing into increased responsibility within A&D