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Client Relationship Professional – Seasonal
H&R Block. Act as the primary point of communication for client inquiries received through the expat software, website, phone, and email, responding within 48 business hours .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client communication and organizational skills while managing inquiries and workflows effectively. Proficient in utilizing software tools to enhance client experience and support tax preparation processes.
Highest-signal resume keywords
Client CommunicationWorkflow ManagementTax Preparation ExperienceAttention To DetailMicrosoft Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PreparationClient Record MaintenanceDocument ProcessingVirtual Folder SetupPayment Processing
Soft Skills
Critical ThinkingWritten CommunicationVerbal CommunicationOrganizational SkillsFlexibility
Tools & Technologies
Expat SoftwareMicrosoft OutlookMicrosoft SuiteVirtual Tools
Industry Keywords
Client InquiriesEngagement SignaturesTax-Document UploadsIRS CommunicationClient Experience
About the role
Key responsibilities & impact- Act as the primary point of communication for client inquiries received through the expat software, website, phone, and email, responding within 48 business hours
- Maintain records for all 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 inquiries, engagement signatures, tax-document uploads, payment processing, and filing
- Support clients throughout the process and ensure a great client experience
- Follow up after initial inquiries to maximize conversion to paid clients
- Provide administrative support to 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 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
- 1 year minimum 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
- Fluent in multiple languages (preferred)
- Tax preparation experience (preferred)
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 work arrangement