Client Relationship Professional

H&R Block

. Act as the primary point of communication for client inquiries through the expat software, website, phone, and email, responding within 48 business hours .

Posted 11/10/2026full-timeRemote • Kansas • United StatesJunior💰 $16 - $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client communication and organizational skills, ensuring a positive client experience while managing inquiries and workflows effectively. Proficient in utilizing expat software and Microsoft Suite applications to support tax-related processes and client interactions.

Highest-signal resume keywords

Client CommunicationWorkflow ManagementAttention To DetailOrganizational SkillsTax Preparation Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Expat SoftwareMicrosoft SuiteTax Document ProcessingAccount SetupVirtual Folder Management

Soft Skills

Critical ThinkingWritten CommunicationVerbal CommunicationFlexibilityFollow-Up

Tools & Technologies

OutlookVirtual Tools

Industry Keywords

Client InquiriesClient ExperiencePayment ProcessingTax AgenciesClient Relationship Management

About the role

Key responsibilities & impact

Act as the primary point of communication for client inquiries through the expat software, website, phone, and email, responding within 48 business hours
Maintain records of client inquiries in the expat software and other required systems
Assist clients with setting up accounts and virtual folders in the software platform
Oversee client workflow and communications, including inquiry, engagement signature, tax-document uploading, payment processing, and filing
Support clients throughout the process and ensure a positive client experience
Follow up with clients after initial inquiry to maximize conversion to paid clients
Provide administrative support to Expat Tax Advisors, including client communications, printing tax returns, maintaining records, and processing and mailing documents to the IRS or other tax agencies
Communicate with Client Relationship Professionals and Expat Tax Advisors located in the US, Canada, and India

Requirements

What you’ll need

Ability to work independently with strong attention to detail
Exceptional critical thinking and written and verbal communication skills
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, including virtual tools
Minimum 1 year of related work experience
Ability and confidence to acknowledge areas of uncertainty and pose questions to the team
Strong organizational skills and follow-up to maximize conversion from inquiries to highly satisfied paid clients
Preferred: ability to communicate effectively in multiple languages
Preferred: tax preparation experience

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Remote service / home office arrangement