H

H&R Block

Tax preparation and filing services

Senior Client Relationship Professional

Customer SuccessUpdated on Nov 10
Full-timeKansas, USA$21.59 - $32.40 /hr

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 2 years of related work experience is required.

Responsibilities

  • Serve as the initial point of contact for new clients and guide them through the registration process.
  • Conduct phone consultations to understand client concerns and goals, identify and remove roadblocks, and establish expectations for the expat service experience.
  • Simplify the expat tax process by providing personalized support and clear explanations.
  • Respond to active client messages within a one-day service level.
  • Identify and escalate complex or tax-specific inquiries to the appropriate internal experts.
  • Review reports and client accounts to prioritize outreach based on client status and seasonal needs.
  • Act as a client advocate by establishing trust and rapport and ensuring client needs are met and concerns are addressed promptly.
  • Use Salesforce and Microsoft Teams to collaborate with peers, share insights, and contribute to improving client service practices.
  • Support a positive client experience that encourages clients to return the following year.

Desired Qualifications

  • An associate’s degree in a related field, or equivalent education and related work experience.

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

Recently Posted Jobs

Explore more opportunities at H&R Block

See more jobs