[Hiring] Client Relationship Professional @H&R Block

Role Description

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 ensuring a great experience for those clients served through remote service and coordinating client workflow and communications.

Most communication with clients will be through phone, email, and our software platform. The Expat CRP will also assist the Expat Tax 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 inquiries in the expat software or other systems as required.
• Assist clients with setting up their accounts and virtual folders in the software platform.
• 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 for client follow-up after initial inquiry 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, maintaining client records, and processing and mailing documents to the IRS or other tax agencies.
• Consistently communicate with other Client Relationship Professionals and Expat Tax Advisors located in the US, Canada, and India.

Qualifications

• Ability to work independently with strong attention to detail.
• Exceptional critical thinking and communication skills, both written and verbal, with the ability to manage communications and workflow with many clients concurrently.
• Flexibility to adapt to changing needs within the business and day-to-day tasks as needed.
• Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools.
• 1 year minimum related work experience.
• Possess the ability and confidence to acknowledge areas of uncertainty and to pose questions to the team.
• Strong organizational skills and follow-up to maximize conversion from inquiries to highly satisfied paid clients.

Requirements

• Fluent in multiple languages.
• Tax preparation experience.

Benefits

• Competitive pay.
• Comprehensive benefits.
• Support for life both in and outside of work.