Seasonal Client Relationship Specialist

H&R Block

. Serve as the primary point of contact for clients throughout the virtual tax preparation process .

Posted 10/16/2026full-timeRemote • Missouri • 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 service and relationship-building capabilities while effectively managing multiple priorities in a fast-paced, remote environment. Proficient in utilizing CRM systems like Salesforce and Microsoft Office applications to enhance client interactions and support organizational best practices.

Highest-signal resume keywords

Client ServiceRelationship BuildingCRM Systems ExperienceCritical ThinkingProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM SystemsSalesforceMicrosoft OfficeDocumentation SkillsAccount Management

Soft Skills

Communication SkillsOrganizational SkillsEmpathyProfessionalismTeam Collaboration

Tools & Technologies

Microsoft Teams

Industry Keywords

Customer ServiceClient SupportTax PreparationFinancial ServicesVirtual Consultations

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients throughout the virtual tax preparation process
Provide guidance and support through the virtual tax service journey
Proactively manage communications, set expectations, and address client concerns
Analyze and resolve complex client issues using account history, documentation, system information, and available resources
Conduct phone and virtual consultations to understand client needs and remove barriers
Respond to inquiries via phone, email, website, and software platforms within service level expectations
Build trusted client relationships through personalized service
Document client interactions accurately in Salesforce and other CRM systems
Partner with Tax Advisors, Client Relationship Professionals, and cross-functional teams to resolve client needs
Assist with engagement completion, including payment collection, authorization forms, and final documentation
Share feedback, identify process enhancements, and support organizational best practices
Promote client retention, future engagement, and referrals

Requirements

What you’ll need

Strong client service, relationship-building, and communication skills
Ability to manage multiple priorities in a fast-paced, remote environment
Excellent critical thinking, problem-solving, and decision-making capabilities
Ability to navigate sensitive client situations with empathy and professionalism
Experience working with CRM systems, including Salesforce, preferred
Strong organizational and documentation skills with attention to detail
Proficiency with Microsoft Office applications and collaboration tools such as Microsoft Teams
Ability to work independently while collaborating effectively within a team environment
Prior experience in customer service, client support, account management, or tax-related operations preferred
High school diploma or equivalent
Minimum 1 year of experience in a customer service or financial services position, preferably in a large phone center
Occasional evening and weekend availability may be required during peak filing periods, special projects, or business-critical events

Benefits

Comp & perks

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
Competitive pay
Comprehensive benefits
Support for life both in and outside of work
Continuous learning
Remote work arrangement