
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.
🔥 0 minutes ago
Where this job comes from
Posted on H&R Block's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

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.
• Serve as the initial point of contact for new clients and guide them through registration • Conduct phone consultations to understand client concerns and goals • Identify and remove roadblocks and establish expectations for the expat service experience • Simplify and expedite the expat tax process through personalized support and clear explanations • Respond to active client messages within a 1-day service level • Identify and escalate complex or tax-specific inquiries to 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
• High school diploma or equivalent • 2 years minimum related work experience • Experience supporting clients through remote channels • Ability to conduct phone consultations and provide high-touch client support • Ability to respond to active client messages within a 1-day service level • Ability to identify and escalate complex or tax-specific inquiries • Ability to review reports and client accounts to prioritize outreach • Familiarity with Salesforce and Microsoft Teams • Preferred: Associate’s degree in a related field or equivalent through a combination of education and related work experience
• 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 • Support for life both in and outside of work • Potential participation in incentive compensation or short-term incentive plans
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