Client Relationship Professional
H&R Block
Client Relationship Professional
H&R Block
Tax preparation and filing services
The Expat Client Relationship Professional(CRP)position is part of the H&R Block Tax Transformation team and supports the international expat business. The position is primarily responsible for ensuringa great experiencefor those clients served through remote service and coordinating client workflow and communications. Most communications with clients will be through phone, email, and our software platform. The Expat CRP will alsoassisttheExpatTax Advisors as needed in serving clients.
Day to day,you’ll...
Act as the primary point of communication for all client inquiries received through the expat software, website, phone, and email, and respond within 48 business hours
Maintain records for all client inquiriesin the expat software or other systems asrequired
Assistclients with setting up accounts and virtual folders in the software platform being used
Oversee the client workflow and communication process including client inquiry, signature of client service engagement, uploading tax documents, payment processing, and filing; ensure a great client experience and support the client throughout the process
Be responsible forclient follow-upafterinitialinquiry to maximize conversion to a paid client
Provide administrative support through a partnership with expat tax advisors which may include, but is not limited to, communication with clients, printing tax returns,maintainingclient records, and processing and mailing documents to the IRS or other tax agencies
Consistentlycommunicatewith other Client Relationship Professionalsand Expat Tax Advisorslocatedin the US, Canada, and India
Work Experience:
Work Experience:
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.
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