Client Relationship Professional – Seasonal

🔥 8 minutes ago

🏰 Missouri – Remote

infoinfo

💵 $16 - $24 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

Where this job comes from

Posted on H&R Block's careers page, not through a job board

First seen by Remote Rocketship 8 minutes ago

Logo of H&R Block

H&R Block

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.

📋 Description

• Act as the primary point of communication for client inquiries received through the expat software, website, phone, and email, responding within 48 business hours • Maintain records for all client inquiries in the expat software or other required systems • Assist clients with setting up accounts and virtual folders in the software platform • Oversee client workflow and communications, including inquiries, engagement signatures, tax-document uploads, payment processing, and filing • Support clients throughout the service process and ensure a positive client experience • Follow up after initial inquiries to maximize conversion to paid clients • Provide administrative support to Expat Tax Advisors, including client communications, printing tax returns, maintaining records, and processing and mailing documents to the IRS or other tax agencies • Communicate with Client Relationship Professionals and Expat Tax Advisors located in the US, Canada, and India

🎯 Requirements

• Ability to work independently with strong attention to detail • Exceptional critical thinking and written and verbal communication skills • Ability to manage communications and workflow with many clients concurrently • Flexibility to adapt to changing business needs and day-to-day tasks • Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools • 1 year minimum related work experience • Ability and confidence to acknowledge areas of uncertainty and pose questions to the team • Strong organizational skills and follow-up to maximize conversion from inquiries to highly satisfied paid clients

🏖️ Benefits

• Competitive pay • Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Potential incentive compensation or short-term incentive plans

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