Senior Executive Assistant to CMO and CPO

About the Role

The Senior Executive Assistant serves as a trusted partner in executive effectiveness, ensuring the executives are prepared, organized, informed, and able to operate at their best. The role enables executive effectiveness through exceptional administrative, operational, and coordination support, including proactive management of schedules, logistics, communications, priorities, and follow-through. This role requires strong judgment, discretion, anticipation of needs, and the ability to manage competing demands in a fast-moving environment.

While the Executive Assistant works closely with leadership team members and may participate in select leadership discussions in support of the executives, the role is not a member of the leadership team and is not accountable for leadership decision-making, strategy ownership, organizational direction, business outcomes, or people leadership responsibilities. The role supports the executive’s effectiveness; it does not own strategic planning, cross-functional program leadership, enterprise initiative management, or decision-making authority. The role is not a delegate or Chief of Staff for the executive. Core Responsibilities:

Executive Support

• Manage executive operating rhythm and preparation across recurring business cadences
• Manage complex calendars to prioritize, protect, and maximize executive time. Triage inbound request against executive priorities and capacity,
• Coordinate meetings, travel, events, and logistics for time and cost effectiveness.
• Prepare executives for meetings through agendas, materials, and briefing documents.
• Track action items and commitments on behalf of executives by blocking working time and highlighting deadlines.
• Anticipate scheduling conflicts and proactively propose solutions.

Meeting & Leadership Team Support

• Support leadership team meeting planning and administration.
• Prepare agendas, distribute materials, capture notes, and track follow-up actions as requested.
• Ensure decisions and action items are documented and communicated appropriately.
• Coordinate leadership team offsites, planning sessions, and events.
• Serve as point of coordination for executive travel, events, visitors and special logistics.

Communication & Coordination

• Facilitate information flow across teams when requested by executives.
• Maintain discretion and confidentiality regarding sensitive information.

Operational Excellence

• Manage executive administrative processes and workflows.
• Support budget administration, procurement, expenses, and other operational activities as applicable.
• Identify opportunities to improve administrative and operational efficiency.
• Maintain organization and documentation for key initiatives and meetings.

Required Qualifications

• High school diploma or equivalent
• 8 years of work experience
• At least five years of administrative experience, ideally supporting C-Suite Executives or Managing Director level
• Self-starter with the ability to work in a fast-paced environment while managing competing priorities
• Must be able to be in the office 5 days a week and work necessary overtime as consistently required
• Willing and able to learn the business and fully understand how and why tasks satisfy business needs
• Strong PC skills, including proficient knowledge of MS Outlook, Word, Excel, and PowerPoint
• Willingness to communicate with executives through varying mediums, including text, phone, and email
• Effective interpersonal skills with superior oral and written communication skills
• Excellent telephone etiquette and ability to manage competing priorities, including calendar management
• Tact and good judgment in confidential situations, with proven experience interacting with senior management
• Advanced ability to organize

Preferred Qualifications

• Associate's degree in a related field, or the equivalent through a combination of education and related work experience

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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