Seasonal Client Relationship Specialist

H&R Block

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

Posted 10/30/2026full-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 environment. Proficient in utilizing CRM systems like Salesforce and Microsoft Office applications to enhance client interactions and documentation.

Highest-signal resume keywords

Client ServiceRelationship BuildingCritical ThinkingSalesforce ExperienceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM SystemsSalesforceMicrosoft OfficeDocumentation SkillsProblem SolvingDecision MakingClient SupportAccount ManagementTax-Related OperationsCollaboration Tools

Soft Skills

Communication SkillsEmpathyProfessionalismAttention to DetailIndependence

Tools & Technologies

SalesforceMicrosoft OfficeMicrosoft Teams

Industry Keywords

Customer ServiceClient RetentionVirtual Tax PreparationEngagement CompletionFast-Paced Environment

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients throughout the virtual tax preparation process
Proactively manage client communications, set expectations, and address concerns
Analyze and resolve complex client issues by reviewing account history, documentation, system information, and available resources
Conduct phone and virtual consultations to understand client needs, remove barriers, and navigate the service process
Respond to inquiries through phone, email, website, and software platforms within established service level expectations
Build trusted client relationships through empathy, professionalism, and personalized service
Maintain accurate documentation of client interactions 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 activities, including payment collection, authorization forms, and final documentation requirements
Contribute to continuous improvement by sharing feedback, identifying process enhancements, and supporting best practices
Promote client retention through positive service experiences that encourage future engagement and referrals

Requirements

What you’ll need

Strong client service, relationship-building, and communication skills
Demonstrated 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
Ability to work occasional evening and weekend hours during peak filing periods, special projects, or business-critical events

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 work arrangement
Support for life both in and outside of work
Continuous learning