Project Manager - Acquisition Integration

H&R Block•Kansas City, MO

1d•Hybrid

About The Position

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.

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

Nice To Haves

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.
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

Responsibilities

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