Project Manager - Acquisition Integration

About the Role

We are seeking a skilled and proactive Project Manager – Acquisition Integration to support the onboarding of newly acquired offices into our organization. This role plays a key part in ensuring a smooth operational transition by helping new offices align with company systems, processes, policies, and culture. The Project Manager – Acquisition Integration will contribute to the full integration lifecycle—from pre‑acquisition preparation through post‑acquisition execution—working closely with the Manager of Integration, CPA Roll Up and Acquisitions and Development to support due diligence activities that set the stage for successful onboarding. After close, the Project Manager – Acquisition Integration will provide both remote and on‑site support during the critical first 60 days to ensure incoming offices are operationally ready and fully aligned. This position requires regular travel to newly acquired offices to deliver hands‑on support, assess progress, and address integration challenges in real time.

• Travel to newly acquired office(s) to complete initial onboarding, training and integration while serving as the primary point of contact for integration support during first 60 days

• Attend cross-functional pre-deal meetings and work with respective department leadership to ensure integration plans are sound and will be successful

• Execute against the new office 60 day integration plan while controlling and reporting on scope, schedule, quality, costs, resources and risks

• Prepare and execute plans for quality, change control and communications

• Own overall responsibility for the success of assigned projects.

• Educate staff on company policies, compliance standards, and operational procedures

• Conduct scheduled weekly conference calls with office leadership and staff following initial integration assignment, shifting to monthly follow-up sessions for the following 8 months and quarterly for year 2 of transition

• Perform in-person post-acquisition follow-up visits as needed for the first two calendar years post-close to reinforce training and address ongoing needs

• A minimum of one visit during tax season and one during preseason each year for each acquired office

• Collaborate with internal departments (P&C, IT, Finance) to ensure continued alignment and support for the acquired office

• As needed, support organizational pilot programs, cross-office operational needs, and post-acquisition integration efforts in existing network

Required Qualifications

• 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

Preferred Qualifications

• 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

• 2+ years of experience in training, operations, or integration roles, preferably in a multi-location or acquisition-heavy environment

• Strong understanding of business operations, invoicing, and accounts receivable processes

• Excellent communication and interpersonal skills with the ability to build trust quickly

• Proven ability to work independently and manage multiple priorities.

• 5 Willingness and ability to travel extensively (up to 75% during peak acquisition periods)

• Proficiency in Microsoft Office Suite and experience with proprietary or industry-specific software systems

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.

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