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H&R Block

Tax preparation and filing services

Client Relationship Professional

Customer SupportPosted on Nov 10
Part-timeKansas, USAIn-person

About the Job

Requirements

  • Ability to work independently with strong attention to detail.
  • Critical thinking and written and verbal communication skills, including the 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.
  • At least 1 year of related work experience.
  • Ability and confidence to acknowledge areas of uncertainty and pose questions to the team.
  • Organizational skills and follow-up ability to maximize conversion from inquiries to satisfied paid clients.

Responsibilities

  • Act as the primary point of communication for client inquiries received through the expat software, website, phone, and email, and respond within 48 business hours.
  • Maintain records of 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 client inquiry, signature of the client service engagement, uploading tax documents, payment processing, and filing; support clients throughout the process.
  • Follow up with clients after their initial inquiry to maximize conversion to paid clients.
  • Provide administrative support in partnership with expat tax advisors, including client communications, printing tax returns, maintaining client 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.

Desired Qualifications

  • Ability to communicate effectively in multiple languages.
  • Tax preparation 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

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