Client Relationship Professional, Seasonal

🔥 0 minutes ago

🌪️ Kansas, Missouri – Remote

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⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 10%

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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 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 process and ensure a great client experience • Follow up with clients after initial inquiry to maximize conversion to paid clients • Provide administrative support to Expat Tax Advisors, including client communication, printing tax returns, maintaining records, and processing and mailing documents to the IRS or other tax agencies • Communicate with other 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 communication skills, both written and verbal • 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 • Fluent in multiple languages (preferred) • Tax preparation experience (preferred)

🏖️ Benefits

• Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Continuous learning • High Performing, Connected Culture • Strong relationships • Shared commitment to making a meaningful impact

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