Senior Client Relationship Professional

🔥 3 minutes ago

🌪️ Kansas – Remote

infoinfo

💵 $21 - $32 / hour

⏰ Full Time

🟠 Senior

Where this job comes from

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

First seen by Remote Rocketship 3 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

• Serve as the initial point of contact for new clients and guide them through the registration process • Conduct phone consultations to understand client concerns and goals, remove roadblocks, and establish expectations • Provide personalized, high-touch support and clear explanations throughout the expat tax process • Respond to active client messages within a 1-day service level • Identify and escalate complex or tax-specific inquiries to appropriate internal experts • Review reports and client accounts to prioritize outreach based on client status and seasonal needs • Establish trust and rapport with clients and advocate for their needs • Use Salesforce and Microsoft Teams to collaborate with peers and improve client service practices • Foster long-term client loyalty and encourage clients to return next year

🎯 Requirements

• High school diploma or equivalent • 2 years minimum related work experience • Associate’s degree in a related field or equivalent through a combination of education and related work experience (preferred) • Ability to conduct phone consultations with clients • Ability to respond to active client messages within a 1-day service level • Ability to identify and escalate complex or tax-specific inquiries • Experience or ability to use Salesforce and Microsoft Teams • Empathetic, professional, and informative communication

🏖️ 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 • Continuous learning • Support for life both in and outside of work

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