Project Manager, Technology Integration

H&R Block•Kansas City, MO

4d•Onsite

About The Position

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.

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

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.