
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.
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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.
• Provide exceptional client service primarily through phone, email, and chat to inbound callers • Receive and resolve H&R Block client retail services, human resources, and tax training support requests and inquiries • Research and resolve escalated cases accurately within Service Level Agreements • Partner with subject matter experts and Tier 3 when established procedures do not fully address inquiries • Act as a contact for escalated cases from Payroll, Tax Operations, Benefits, and Timekeeping departments • Use HRIS, CRM software, and computer systems to document and track client contacts • Adhere to compliance policies when resolving client issues • Document and communicate recurring or significant product and service problems to management • Resolve escalated issues regarding Tax Training School courses • Maintain tax professional training and certification records • Facilitate compliance with federal and state licensing and registration requirements • Provide up training and mentoring to other People Resource Center representatives • Participate in outbound calling campaigns or internal team projects as needed • Perform other duties as assigned
• High school diploma or equivalent • No previous work experience necessary • Ability to provide client service through phone, email, and chat • Ability to handle complex internal customer inquiries and escalated cases • Ability to use HRIS and CRM software programs and computer systems • Ability to research, analyze, resolve, document, and explain client issues • Ability to adhere to compliance policies and Service Level Agreements (SLAs) • Ability to maintain tax professional training and certification records and facilitate compliance with federal and state licensing and registration requirements • Ability to provide up training and mentoring to other customer service associates
• 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 • Incentive compensation or short-term incentive plans may provide additional earnings for successful candidates • Continuous learning and support for well-being
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