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Client Relationship Professional

🔥 35 minutes ago

🌪️ Kansas – 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 35 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 that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Act as the primary point of communication for client inquiries through the expat software, website, phone, and email, responding within 48 business hours • Maintain records of client inquiries in the expat software and other required systems • Assist clients with setting up accounts and virtual folders in the software platform • Oversee client workflow and communications, including inquiry, engagement signature, tax-document uploading, payment processing, and filing • Support clients throughout the process and ensure a positive client experience • Follow up with clients after initial inquiry 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, including virtual tools • Minimum 1 year of 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 • Preferred: ability to communicate effectively in multiple languages • Preferred: tax preparation experience

🏖️ 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 • Remote service / home office arrangement

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