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H&R Block

Tax preparation and filing services

Customer Service

Customer SupportUpdated on Nov 10
Full-timeRemote in USA

About the Job

Requirements

  • High school diploma or equivalent.
  • Ability to communicate clearly and effectively, both verbally and in writing.
  • Ability to handle difficult conversations with empathy and tact while building trust with clients.
  • Experience analyzing and identifying root causes of customer dissatisfaction and making informed decisions.
  • General computer navigation knowledge.
  • An outlet for connecting a laptop and monitors.
  • A suitable, secure residential area for taking phone calls or chats.
  • A smartphone and willingness to install an RSA token for two-factor authentication and Microsoft Teams.
  • A wired internet connection, not Wi-Fi, with minimum upload and download speeds of 15 Mbps; an internet speed test is required.

Responsibilities

  • Provide advanced client support by communicating via phone, email, or chat with external clients who need information or assistance with DIY online and software tax products.
  • Interpret client needs, use software solutions, and troubleshoot to identify practical solutions.
  • Use software solutions, a knowledge base, and computer systems to resolve and track user incidents.
  • Identify potential security issues and escalate them appropriately to business partners, including developers and other lines of business.
  • Communicate clearly and calmly by telephone, email, and chat, using effective customer service techniques with clients who may be under stress.
  • Use oral, written, and interpersonal communication skills to interact with associates at all levels.

Desired Qualifications

  • Experience in an inbound help desk environment.
  • Experience in a customer service or financial services position, preferably in a large phone center.
  • Prior experience with Microsoft Office, general computer software troubleshooting, and/or networking connectivity problems.

About the Company

H&R Block

Tax preparation and filing services

H&R Block provides tax preparation services through a large network of offices and digital options. It helps individuals and small businesses file taxes via in-person consultations, online tax software, and guided support, using trained tax professionals to complete and file returns. The company differentiates itself through a people-first culture, a broad franchise and office footprint, and a commitment to accessible, personalized service rather than relying solely on technology. Its goal is to help clients feel confident about their taxes and connect with communities by offering dependable, affordable tax help and guidance.

Company size
1-10
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1955

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