Project Manager, Field Planning Client Readiness

Manage workforce readiness and knowledge governance projects that support seasonal and operational execution.

Coordinate hiring, training, certification, compensation readiness, scheduling, capacity management, specialties, and recruiting workstreams.

Partner with Workforce Planning, Training, People and Culture, Finance, Operations, Communications, Product teams, Advisors, and field leaders.

Maintain readiness plans, calendars, roadmaps, milestones, risks, decisions, and status updates.

Support and maintain employee guidance, procedures, training resources, job aids, shared team sites, and other reference materials that help tax offices prepare for daily operations.

Translate operational changes into clear guidance, leader resources, frequently asked questions, and readiness materials for tax offices.

Gather field feedback, operational insights, and performance themes to identify risks, barriers, and improvement opportunities.

Facilitate readiness discussions to align stakeholders, confirm decisions, and clarify next steps.

Document contact strategy artifacts, inventories, lessons learned, and recommendations to improve future readiness work.

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience

3 years minimum related work experience in project management, operations, field support, business readiness, communications, knowledge management, or related work

Demonstrated decision-making, analytical, and problem-solving skills

Effective oral, written, and interpersonal communication skills

Strong facilitation and presentation skills

Proven ability to manage priorities, deadlines, and multiple projects or workstreams

Proficiency with Microsoft Office software and collaboration or project management tools

PMP certification, equivalent project management training, or completed coursework toward project management certification